Baron Silver Stevens Financial Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Baron Silver Stevens Financial Advisors’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 Q1	$266K	Hold	11,586	–	–	0.04%	116
2025 Q4	$267K	Hold	11,586	–	–	0.04%	111
2025 Q3	$271K	Buy	11,586 +642	+6%	+$14.9K	0.04%	117
2025 Q2	$254K	Sell	10,944 -9,587	-47%	-$221K	0.04%	117
2025 Q1	$477K	Buy	20,531 +10,332	+101%	+$241K	0.08%	74
2024 Q4	$236K	Buy	+10,199	New	+$237K	0.04%	111

Other funds holding IBHF

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

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

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

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

Baron Silver Stevens Financial Advisors's IBHF Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q1 2026 at 11,586 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #116.

Baron Silver Stevens Financial Advisors first reported a position in IBHF in Q4 2024 and has held it in 6 quarters since. The position peaked at $477K in Q1 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Baron Silver Stevens Financial Advisors held 11,586 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $266K as of Q1 2026.
Baron Silver Stevens Financial Advisors left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q1 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #116 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 6 quarters since.
Baron Silver Stevens Financial Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $477K in Q1 2025.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.