IBHE ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF

Ownership history in Parallel Advisors, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Parallel Advisors, LLC reported a position in ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF (IBHE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 32,795 +2,150 +7.0% 0.01% $762K $22.96
2025 Q2 ADDED 30,645 +7,000 +29.6% 0.01% $713K $22.73
2025 Q1 ADDED 23,645 +15,360 +185.4% 0.01% $550K $22.42
2024 Q4 ADDED 8,285 +350 +4.4% 0.00% $192K $22.17
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBHE price (monthly, adj. close)

Other funds also holding IBHE

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.02% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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