BC
IBHK

Barrett & Company’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Barrett & Company’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.8K Hold
2,474
– – 0.02% 293
2026
Q1 		$63K Hold
2,474
– – 0.02% 266
2025
Q4 		$64K Buy
2,474
+700
+39% +$18.1K 0.02% 264
2025
Q3 		$46.3K Hold
1,774
– – 0.02% 311
2025
Q2 		$46K Buy
+1,774
New +$44.9K 0.02% 309

Other funds holding IBHK

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Barrett & Company's IBHK Position: Q2 2026 in Review

Barrett & Company held its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) position steady in Q2 2026 at 2,474 shares worth $63.8K. The position accounts for 0.02% of the portfolio, ranked #293.

Barrett & Company first reported a position in IBHK in Q2 2025 and has held it in 5 quarters since. The position peaked at $64K in Q4 2025. 13 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Barrett & Company held 2,474 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $63.8K as of Q2 2026.
  • Barrett & Company left its iShares iBonds 2031 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF made up 0.02% of Barrett & Company's portfolio in Q2 2026, its #293 holding.
  • Barrett & Company first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Barrett & Company's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $64K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.