Brown, Lisle/Cummings’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Brown, Lisle/Cummings’s Portfolio IBHK Stock Details IBHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.9K	Buy	+1,160	New	+$29.8K	0.01%	455

Other funds holding IBHK

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $231M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown, Lisle/Cummings's IBHK Position: Q2 2026 in Review

Brown, Lisle/Cummings opened a new position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q2 2026: 1,160 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings.

32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

Brown, Lisle/Cummings held 1,160 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $29.9K as of Q2 2026.
iShares iBonds 2031 Term High Yield and Income ETF was a new Brown, Lisle/Cummings position in Q2 2026.
iShares iBonds 2031 Term High Yield and Income ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #455 holding.
32 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.