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3 Factor Indexing’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

3 Factor Indexing’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 		$9.02K Hold
398
– – 0.01% 126
2026
Q1 		$9.13K Buy
+398
New +$9.17K 0.01% 129

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

3 Factor Indexing's IBHF Position: Q2 2026 in Review

3 Factor Indexing held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q2 2026 at 398 shares worth $9.02K. The position accounts for 0.01% of the portfolio, ranked #126.

3 Factor Indexing first reported a position in IBHF in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.13K in Q1 2026. 166 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • 3 Factor Indexing held 398 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $9.02K as of Q2 2026.
  • 3 Factor Indexing left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #126 holding.
  • 3 Factor Indexing first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $9.13K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.