Bedel Financial Consulting’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Bedel Financial Consulting’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	$1.75M	Buy	77,356 +122	+0.2%	+$2.78K	0.16%	71
2026 Q1	$1.77M	Buy	77,234 +241	+0.3%	+$5.55K	0.2%	66
2025 Q4	$1.78M	Buy	76,993 +39,533	+106%	+$917K	0.19%	64
2025 Q3	$876K	Buy	37,460 +5,885	+19%	+$137K	0.11%	110
2025 Q2	$733K	Buy	31,575 +8,620	+38%	+$199K	0.1%	114
2025 Q1	$529K	Buy	+22,955	New	+$534K	0.08%	140

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

Bedel Financial Consulting's IBHF Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.16% in Q2 2026, buying an estimated $2.78K and bringing the position to 77,356 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #71.

Bedel Financial Consulting first reported a position in IBHF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.78M in Q4 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Bedel Financial Consulting held 77,356 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.75M as of Q2 2026.
Bedel Financial Consulting bought 122 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.78K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.16% of Bedel Financial Consulting's portfolio in Q2 2026, its #71 holding.
Bedel Financial Consulting first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
Bedel Financial Consulting's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.78M in Q4 2025.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.