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 Q2	–	Sell	-17,037	Closed	-$391K	–	1978
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 $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

Beacon Pointe Advisors's IBHF Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 17,037 shares — an estimated $391K sold.

Beacon Pointe Advisors first reported a position in IBHF in Q3 2023 and held it in 11 quarters. The position peaked at $1.11M in Q4 2024. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Beacon Pointe Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 17,037 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $391K.
Beacon Pointe Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and held it in 11 quarters.
Beacon Pointe Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.11M in Q4 2024.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.