Adroit Compliance’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Adroit Compliance’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 Q4	$315K	Buy	+13,728	New	+$310K	0.07%	44

Other funds holding IBHF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Adroit Compliance's IBHF Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2023: 13,728 shares worth $315K. The stake represents 0.07% of the portfolio and ranks #44 among its holdings.

64 funds tracked by Wall St. Rank hold IBHF as of Q4 2023.

Adroit Compliance held 13,728 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $315K as of Q4 2023.
iShares iBonds 2026 Term High Yield and Income ETF was a new Adroit Compliance position in Q4 2023.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.07% of Adroit Compliance's portfolio in Q4 2023, its #44 holding.
64 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.