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 Q2	–	Sell	-11,586	Closed	-$266K	–	144
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 $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

Baron Silver Stevens Financial Advisors's IBHF Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 11,586 shares — an estimated $266K sold.

Baron Silver Stevens Financial Advisors first reported a position in IBHF in Q4 2024 and held it in 6 quarters. The position peaked at $477K in Q1 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Baron Silver Stevens Financial Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 11,586 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $266K.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and held it in 6 quarters.
Baron Silver Stevens Financial Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $477K in Q1 2025.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.