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Accuvest Global Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Accuvest Global Advisors’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
2023
Q2 		– Sell
-21,765
Closed -$496K – 135
2023
Q1 		$496K Buy
+21,765
New +$493K 0.22% 73

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $301M AUM 21.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

Accuvest Global Advisors's IBHF Position: Q2 2023 in Review

Accuvest Global Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2023, closing a stake of 21,765 shares — an estimated $496K sold.

Accuvest Global Advisors first reported a position in IBHF in Q1 2023 and held it in 1 quarter. The position peaked at $496K in Q1 2023. 40 funds tracked by Wall St. Rank hold IBHF as of Q2 2023.

  • Accuvest Global Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2023 after selling out during the quarter.
  • Accuvest Global Advisors sold 21,765 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2023, an estimated $496K.
  • Accuvest Global Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2023 and held it in 1 quarter.
  • Accuvest Global Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $496K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2023.

Based on Accuvest Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.