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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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Austin Private Wealth's IBHF Position: Q4 2025 in Review

Austin Private Wealth increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 10% in Q4 2025, buying an estimated $47.2K and bringing the position to 21,911 shares worth $506K. The position accounts for 0.04% of the portfolio, ranked #175.

Austin Private Wealth first reported a position in IBHF in Q1 2024 and has held it in 8 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q4 2025.

  • Austin Private Wealth held 21,911 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $506K as of Q4 2025.
  • Austin Private Wealth bought 2,032 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2025, an estimated $47.2K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #175 holding.
  • Austin Private Wealth first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and has held it in 8 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.