BF
IBHF icon

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

Brucke Financial’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 		$1.89M Sell
83,621
-826
-1% -$18.8K 0.84% 22
2026
Q1 		$1.94M Buy
84,447
+24,442
+41% +$563K 0.98% 18
2025
Q4 		$1.38M Buy
60,005
+37,006
+161% +$859K 0.76% 27
2025
Q3 		$537K Buy
+22,999
New +$535K 0.31% 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

Brucke Financial's IBHF Position: Q2 2026 in Review

Brucke Financial reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.98% in Q2 2026, selling an estimated $18.8K and leaving 83,621 shares worth $1.89M. The position accounts for 0.84% of the portfolio, ranked #22.

Brucke Financial first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.94M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Brucke Financial held 83,621 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.89M as of Q2 2026.
  • Brucke Financial sold 826 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $18.8K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.84% of Brucke Financial's portfolio in Q2 2026, its #22 holding.
  • Brucke Financial 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.
  • Brucke Financial's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.94M 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 Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.