Beacon Pointe Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Beacon Pointe 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	$391K	Sell	17,037 -3,039	-15%	-$70K	﹤0.01%	1403
2025 Q4	$463K	Sell	20,076 -9,611	-32%	-$223K	﹤0.01%	1098
2025 Q3	$694K	Sell	29,687 -4,587	-13%	-$107K	0.01%	897
2025 Q2	$796K	Sell	34,274 -7,338	-18%	-$169K	0.01%	741
2025 Q1	$966K	Sell	41,612 -6,298	-13%	-$147K	0.01%	647
2024 Q4	$1.11M	Buy	47,910 +7,023	+17%	+$163K	0.01%	606
2024 Q3	$957K	Sell	40,887 -1,243	-3%	-$28.7K	0.01%	648
2024 Q2	$965K	Buy	42,130 +8,085	+24%	+$185K	0.01%	650
2024 Q1	$785K	Sell	34,045 -3,858	-10%	-$88.5K	0.01%	760
2023 Q4	$869K	Buy	37,903 +20,845	+122%	+$470K	0.01%	713
2023 Q3	$384K	Buy	+17,058	New	+$386K	﹤0.01%	970

Other funds holding IBHF

LPL Financial San Diego, California $376B 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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

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

Bank of America

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