Klaas Financial Asset Advisors LLC Increases Holdings in iShares iBonds 2025 Term High Yield and Income ETF (BATS:IBHE)

Klaas Financial Asset Advisors LLC lifted its position in iShares iBonds 2025 Term High Yield and Income ETF (BATS:IBHE) by 17.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,854 shares of the company’s stock after buying an additional 2,408 shares during the period. Klaas Financial Asset Advisors LLC owned approximately 0.07% of iShares iBonds 2025 Term High Yield and Income ETF worth $368,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently modified their holdings of the company. Janney Montgomery Scott LLC bought a new position in iShares iBonds 2025 Term High Yield and Income ETF in the fourth quarter worth approximately $275,000. Rebalance LLC purchased a new stake in iShares iBonds 2025 Term High Yield and Income ETF in the third quarter worth about $505,000. Sunbelt Securities Inc. raised its stake in shares of iShares iBonds 2025 Term High Yield and Income ETF by 9.9% in the second quarter. Sunbelt Securities Inc. now owns 22,190 shares of the company’s stock worth $516,000 after buying an additional 2,000 shares during the period. Integrated Wealth Concepts LLC grew its stake in shares of iShares iBonds 2025 Term High Yield and Income ETF by 81.3% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 130,965 shares of the company’s stock valued at $3,051,000 after acquiring an additional 58,725 shares during the period. Finally, Lbmc Investment Advisors LLC raised its stake in iShares iBonds 2025 Term High Yield and Income ETF by 23.0% during the 3rd quarter. Lbmc Investment Advisors LLC now owns 177,025 shares of the company’s stock worth $4,125,000 after acquiring an additional 33,115 shares during the period.

iShares iBonds 2025 Term High Yield and Income ETF Price Performance

IBHE opened at $23.26 on Monday. The stock has a fifty day moving average price of $23.20 and a 200 day moving average price of $23.21.

iShares iBonds 2025 Term High Yield and Income ETF Profile

The iShares iBonds 2025 Term High Yield and Income ETF (IBHE) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks a market-value-weighted index of USD-denominated, high yield and BBB-rated corporate bonds maturing in 2025. The fund will terminate in December 2025.