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

Aptus Capital 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	$25.6K	Buy	1,132 +5	+0.4%	+$114	﹤0.01%	1480
2026 Q1	$25.9K	Sell	1,127 -196	-15%	-$4.51K	﹤0.01%	1371
2025 Q4	$30.5K	Buy	1,323 +8	+0.6%	+$186	﹤0.01%	1361
2025 Q3	$30.8K	Buy	1,315 +6	+0.5%	+$140	﹤0.01%	1297
2025 Q2	$30.4K	Buy	1,309 +6	+0.5%	+$138	﹤0.01%	1236
2025 Q1	$30.3K	Buy	1,303 +304	+30%	+$7.08K	﹤0.01%	1158
2024 Q4	$23.1K	Buy	999 +8	+0.8%	+$186	﹤0.01%	1189
2024 Q3	$23.2K	Buy	+991	New	+$22.9K	﹤0.01%	1018

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

Aptus Capital Advisors's IBHF Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.44% in Q2 2026, buying an estimated $114 and bringing the position to 1,132 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Aptus Capital Advisors first reported a position in IBHF in Q3 2024 and has held it in 8 quarters since. The position peaked at $30.8K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Aptus Capital Advisors held 1,132 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $25.6K as of Q2 2026.
Aptus Capital Advisors bought 5 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $114.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1480 holding.
Aptus Capital Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
Aptus Capital Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $30.8K 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.