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BIP Wealth’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

BIP Wealth’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 		$6.08M Sell
268,420
-130,444
-33% -$2.97M 0.17% 96
2026
Q1 		$9.15M Buy
398,864
+29,394
+8% +$677K 0.37% 60
2025
Q4 		$8.53M Buy
+369,470
New +$8.57M 0.3% 68

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

BIP Wealth's IBHF Position: Q2 2026 in Review

BIP Wealth reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 33% in Q2 2026, selling an estimated $2.97M and leaving 268,420 shares worth $6.08M. The position accounts for 0.17% of the portfolio, ranked #96.

BIP Wealth first reported a position in IBHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.15M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • BIP Wealth held 268,420 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $6.08M as of Q2 2026.
  • BIP Wealth sold 130,444 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.97M.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.17% of BIP Wealth's portfolio in Q2 2026, its #96 holding.
  • BIP Wealth first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $9.15M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.