Ashton Thomas Private Wealth’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Ashton Thomas Private Wealth’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	$1.96K	Hold	87	–	–	﹤0.01%	1645
2026 Q2	$1.97K	Hold	87	–	–	﹤0.01%	1556
2026 Q1	$2K	Buy	+87	New	+$2K	﹤0.01%	1470
2025 Q2	–	Sell	-23,055	Closed	-$535K	–	847
2025 Q1	$535K	Sell	23,055 -670,978	-97%	-$15.6M	0.02%	532
2024 Q4	$16.1M	Buy	694,033 +61,596	+10%	+$1.43M	0.62%	29
2024 Q3	$14.8M	Sell	632,437 -18,619	-3%	-$430K	0.78%	26
2024 Q2	$14.9M	Sell	651,056 -33,674	-5%	-$769K	0.81%	26
2024 Q1	$15.8M	Sell	684,730 -3,005	-0.4%	-$68.9K	0.9%	17
2023 Q4	$15.8M	Buy	687,735 +508,939	+285%	+$11.5M	0.99%	15
2023 Q3	$4.03M	Buy	+178,796	New	+$4.05M	0.29%	89

Other funds holding IBHF

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Ashton Thomas Private Wealth's IBHF Position: Q3 2026 in Review

Ashton Thomas Private Wealth held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q3 2026 at 87 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Ashton Thomas Private Wealth first reported a position in IBHF in Q3 2023 and has held it in 10 quarters since. The position peaked at $16.1M in Q4 2024. 70 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Ashton Thomas Private Wealth held 87 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.96K as of Q3 2026.
Ashton Thomas Private Wealth left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q3 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1645 holding.
Ashton Thomas Private Wealth first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and has held it in 10 quarters since.
Ashton Thomas Private Wealth's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $16.1M in Q4 2024.
70 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.