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

Aprio Wealth Management’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
Q3 		$381K Buy
16,929
+141
+0.8% +$3.18K 0.02% 464
2026
Q2 		$380K Sell
16,788
-1,890
-10% -$43K 0.02% 450
2026
Q1 		$429K Sell
18,678
-4,339
-19% -$100K 0.02% 398
2025
Q4 		$531K Buy
23,017
+394
+2% +$9.14K 0.03% 307
2025
Q3 		$529K Buy
+22,623
New +$526K 0.05% 208

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Cornerstone Planning
Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Evexia Wealth
Evexia Wealth Stevens Point, Wisconsin $360M AUM 16.84% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Aprio Wealth Management's IBHF Position: Q3 2026 in Review

Aprio Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.84% in Q3 2026, buying an estimated $3.18K and bringing the position to 16,929 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #464.

Aprio Wealth Management first reported a position in IBHF in Q3 2025 and has held it in 5 quarters since. The position peaked at $531K in Q4 2025. 106 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

  • Aprio Wealth Management held 16,929 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $381K as of Q3 2026.
  • Aprio Wealth Management bought 141 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $3.18K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #464 holding.
  • Aprio Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $531K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.