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

AssuredPartners Investment 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	$388K	Sell	17,137 -933	-5%	-$21.2K	0.04%	296
2026 Q1	$413K	Buy	+18,070	New	+$416K	0.04%	285

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

AssuredPartners Investment Advisors's IBHF Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 5.2% in Q2 2026, selling an estimated $21.2K and leaving 17,137 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #296.

AssuredPartners Investment Advisors first reported a position in IBHF in Q1 2026 and has held it in 2 quarters since. The position peaked at $413K in Q1 2026. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

AssuredPartners Investment Advisors held 17,137 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $388K as of Q2 2026.
AssuredPartners Investment Advisors sold 933 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $21.2K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #296 holding.
AssuredPartners Investment Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
AssuredPartners Investment Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $413K in Q1 2026.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.