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

Avidian Wealth Enterprises’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	$304K	Buy	13,431 +58	+0.4%	+$1.32K	0.01%	596
2026 Q1	$307K	Sell	13,373 -2,961	-18%	-$68.2K	0.01%	542
2025 Q4	$377K	Sell	16,334 -164	-1%	-$3.81K	0.01%	429
2025 Q3	$386K	Buy	16,498 +4,063	+33%	+$94.5K	0.01%	420
2025 Q2	$289K	Buy	+12,435	New	+$287K	0.01%	452

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

Avidian Wealth Enterprises's IBHF Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.43% in Q2 2026, buying an estimated $1.32K and bringing the position to 13,431 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #596.

Avidian Wealth Enterprises first reported a position in IBHF in Q2 2025 and has held it in 5 quarters since. The position peaked at $386K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Avidian Wealth Enterprises held 13,431 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $304K as of Q2 2026.
Avidian Wealth Enterprises bought 58 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.32K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #596 holding.
Avidian Wealth Enterprises first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
Avidian Wealth Enterprises's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $386K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.