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 Q3	–	Sell	-13,431	Closed	-$304K	–	778
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 $468B AUM 17.69% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Evexia Wealth Stevens Point, Wisconsin $360M AUM 16.84% 1-Year Est. Return

Avidian Wealth Enterprises's IBHF Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2026, closing a stake of 13,431 shares — an estimated $304K sold.

Avidian Wealth Enterprises first reported a position in IBHF in Q2 2025 and held it in 5 quarters. The position peaked at $386K in Q3 2025. 130 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Avidian Wealth Enterprises reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 13,431 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $304K.
Avidian Wealth Enterprises first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and held it in 5 quarters.
Avidian Wealth Enterprises's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $386K in Q3 2025.
130 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.