10Elms LLP’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

10Elms LLP’s Portfolio IBHF Stock Details IBHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85M	Buy	81,664 +50,718	+164%	+$1.15M	0.78%	33
2026 Q1	$710K	Buy	30,946 +19,931	+181%	+$459K	0.45%	44
2025 Q4	$254K	Hold	11,015	–	–	0.23%	67
2025 Q3	$258K	Buy	11,015 +400	+4%	+$9.3K	0.23%	70
2025 Q2	$247K	Hold	10,615	–	–	0.23%	70
2025 Q1	$246K	Buy	10,615 +1,600	+18%	+$37.2K	0.25%	67
2024 Q4	$209K	Buy	+9,015	New	+$209K	0.22%	71

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

10Elms LLP's IBHF Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 164% in Q2 2026, buying an estimated $1.15M and bringing the position to 81,664 shares worth $1.85M. The position accounts for 0.78% of the portfolio, ranked #33.

10Elms LLP first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

10Elms LLP held 81,664 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.85M as of Q2 2026.
10Elms LLP bought 50,718 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.15M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.78% of 10Elms LLP's portfolio in Q2 2026, its #33 holding.
10Elms LLP first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.