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

Alaska Wealth 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
2026 Q2	$207K	Buy	9,158 +133	+1%	+$3.03K	0.02%	88
2026 Q1	$207K	Buy	9,025 +89	+1%	+$2.05K	0.02%	83
2025 Q4	$206K	Buy	8,936 +199	+2%	+$4.62K	0.03%	83
2025 Q3	$204K	Buy	+8,737	New	+$203K	0.03%	82

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

Alaska Wealth Advisors's IBHF Position: Q2 2026 in Review

Alaska Wealth Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.5% in Q2 2026, buying an estimated $3.03K and bringing the position to 9,158 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #88.

Alaska Wealth Advisors first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Alaska Wealth Advisors held 9,158 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $207K as of Q2 2026.
Alaska Wealth Advisors bought 133 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $3.03K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.02% of Alaska Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Alaska Wealth Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 4 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 Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.