Blue Trust Inc
IBHF icon

Blue Trust Inc’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Blue Trust Inc’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
Q3 		$64.8K Buy
2,874
+10
+0.3% +$225 ﹤0.01% 1127
2026
Q2 		$64.9K Buy
2,864
+12
+0.4% +$273 ﹤0.01% 1237
2026
Q1 		$65.4K Buy
2,852
+9
+0.3% +$207 ﹤0.01% 1215
2025
Q4 		$65.6K Sell
2,843
-322
-10% -$7.47K ﹤0.01% 1244
2025
Q3 		$74K Buy
3,165
+14
+0.4% +$326 ﹤0.01% 1210
2025
Q2 		$73.2K Buy
3,151
+14
+0.4% +$323 ﹤0.01% 1193
2025
Q1 		$72.8K Buy
3,137
+2,348
+298% +$54.7K ﹤0.01% 1139
2024
Q4 		$18.3K Buy
+789
New +$18.3K ﹤0.01% 1624

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CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
Cornerstone Planning
Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Evexia Wealth
Evexia Wealth Stevens Point, Wisconsin $360M AUM 16.84% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Blue Trust Inc's IBHF Position: Q3 2026 in Review

Blue Trust Inc increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.35% in Q3 2026, buying an estimated $225 and bringing the position to 2,874 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Blue Trust Inc first reported a position in IBHF in Q4 2024 and has held it in 8 quarters since. The position peaked at $74K in Q3 2025. 95 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

  • Blue Trust Inc held 2,874 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $64.8K as of Q3 2026.
  • Blue Trust Inc bought 10 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $225.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1127 holding.
  • Blue Trust Inc first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 8 quarters since.
  • Blue Trust Inc's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $74K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.