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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ashton Thomas Private Wealth's IBHF Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2026: 87 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1470 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in IBHF as recently as Q1 2025.

Ashton Thomas Private Wealth first reported a position in IBHF in Q3 2023 and has held it in 8 quarters since. The position peaked at $16.1M in Q4 2024. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Ashton Thomas Private Wealth held 87 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2K as of Q1 2026.
iShares iBonds 2026 Term High Yield and Income ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1470 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 8 quarters since.
Ashton Thomas Private Wealth's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $16.1M in Q4 2024.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.