Advisory Services Network’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Advisory Services Network’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	–	Sell	-4,049	Closed	-$92.9K	–	3331
2026 Q1	$92.9K	Buy	+4,049	New	+$93.2K	﹤0.01%	2251
2025 Q4	–	Sell	-5,754	Closed	-$135K	–	2961
2025 Q3	$135K	Buy	+5,754	New	+$134K	﹤0.01%	1906
2023 Q1	–	Sell	-500	Closed	-$11.2K	–	4074
2022 Q4	$11.2K	Buy	+500	New	+$11.2K	﹤0.01%	2802

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

Advisory Services Network's IBHF Position: Q2 2026 in Review

Advisory Services Network sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 4,049 shares — an estimated $92.9K sold.

Advisory Services Network first reported a position in IBHF in Q4 2022 and held it in 3 quarters. The position peaked at $135K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Advisory Services Network reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 4,049 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $92.9K.
Advisory Services Network first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2022 and held it in 3 quarters.
Advisory Services Network's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $135K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.