Avantax Advisory Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Avantax Advisory Services’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 Q2	$4.71M	Buy	202,734 +62,207	+44%	+$1.43M	0.03%	463
2025 Q1	$3.26M	Buy	140,527 +69,755	+99%	+$1.62M	0.02%	555
2024 Q4	$1.64M	Buy	70,772 +47,010	+198%	+$1.09M	0.01%	818
2024 Q3	$556K	Sell	23,762 -41	-0.2%	-$946	﹤0.01%	1340
2024 Q2	$545K	Buy	+23,803	New	+$544K	﹤0.01%	1308

Other funds holding IBHF

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

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Avantax Advisory Services's IBHF Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 44% in Q2 2025, buying an estimated $1.43M and bringing the position to 202,734 shares worth $4.71M. The position accounts for 0.03% of the portfolio, ranked #463.

Avantax Advisory Services first reported a position in IBHF in Q2 2024 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

Avantax Advisory Services held 202,734 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.71M as of Q2 2025.
Avantax Advisory Services bought 62,207 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $1.43M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #463 holding.
Avantax Advisory Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and has held it in 5 quarters since.
138 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.