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

Austin 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
2025
Q4 		$506K Buy
21,911
+2,032
+10% +$47.2K 0.04% 175
2025
Q3 		$465K Sell
19,879
-500
-2% -$11.6K 0.04% 188
2025
Q2 		$473K Buy
20,379
+3,899
+24% +$89.9K 0.04% 185
2025
Q1 		$383K Sell
16,480
-1,450
-8% -$33.8K 0.03% 189
2024
Q4 		$415K Buy
17,930
+998
+6% +$23.2K 0.04% 167
2024
Q3 		$396K Buy
16,932
+1,058
+7% +$24.4K 0.04% 168
2024
Q2 		$364K Buy
15,874
+3,224
+25% +$73.7K 0.04% 152
2024
Q1 		$289K Buy
+12,650
New +$290K 0.03% 179

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return