Belpointe Asset Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Belpointe Asset Management’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	$1.11M	Buy	48,790 +12,317	+34%	+$280K	0.04%	464
2026 Q1	$837K	Sell	36,473 -8	-0%	-$184	0.03%	521
2025 Q4	$842K	Buy	36,481 +11,203	+44%	+$260K	0.03%	494
2025 Q3	$591K	Buy	+25,278	New	+$588K	0.02%	577

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

Belpointe Asset Management's IBHF Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 34% in Q2 2026, buying an estimated $280K and bringing the position to 48,790 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #464.

Belpointe Asset Management first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Belpointe Asset Management held 48,790 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.11M as of Q2 2026.
Belpointe Asset Management bought 12,317 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $280K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #464 holding.
Belpointe Asset Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.