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

Klaas Financial Asset Advisors LLC boosted its position in shares of iShares iBonds 2025 Term High Yield and Income ETF (BATS:IBHE) by 17.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,854 shares of the company’s stock after purchasing an additional 2,408 shares during the period. Klaas Financial Asset Advisors LLC’s holdings in iShares iBonds 2025 Term High Yield and Income ETF were worth $368,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sunbelt Securities Inc. grew its stake in shares of iShares iBonds 2025 Term High Yield and Income ETF by 9.9% during the second quarter. Sunbelt Securities Inc. now owns 22,190 shares of the company’s stock valued at $516,000 after buying an additional 2,000 shares during the last quarter. Janney Montgomery Scott LLC purchased a new position in shares of iShares iBonds 2025 Term High Yield and Income ETF during the fourth quarter worth approximately $275,000. Rebalance LLC bought a new stake in shares of iShares iBonds 2025 Term High Yield and Income ETF during the third quarter valued at approximately $505,000. Lbmc Investment Advisors LLC boosted its holdings in shares of iShares iBonds 2025 Term High Yield and Income ETF by 23.0% in the third quarter. Lbmc Investment Advisors LLC now owns 177,025 shares of the company’s stock valued at $4,125,000 after purchasing an additional 33,115 shares during the period. Finally, Integrated Wealth Concepts LLC lifted 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 worth $3,051,000 after purchasing an additional 58,725 shares during the last quarter.

iShares iBonds 2025 Term High Yield and Income ETF Stock Performance

IBHE opened at $23.26 on Monday. The company has a 50-day moving average of $23.20 and a 200-day moving average of $23.21.

iShares iBonds 2025 Term High Yield and Income ETF Company 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.