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

Bullock Wealth 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	$294K	Sell	13,028 -266	-2%	-$6.05K	0.13%	144
2026 Q1	$304K	Sell	13,294 -1,544	-10%	-$35.6K	0.15%	127
2025 Q4	$342K	Buy	14,838 +4,872	+49%	+$113K	0.17%	120
2025 Q3	$232K	Buy	9,966 +1,081	+12%	+$25.1K	0.12%	146
2025 Q2	$205K	Buy	8,885 +1,923	+28%	+$44.3K	0.11%	148
2025 Q1	$161K	Buy	6,962 +4,493	+182%	+$105K	0.09%	163
2024 Q4	$57.2K	Buy	2,469 +2,075	+527%	+$48.2K	0.03%	239
2024 Q3	$9.22K	Buy	394 +2	+0.5%	+$46	0.01%	376
2024 Q2	$8.91K	Buy	392 +8	+2%	+$183	0.01%	364
2024 Q1	$8.86K	Buy	+384	New	+$8.81K	0.01%	372

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

Bullock Wealth Management's IBHF Position: Q2 2026 in Review

Bullock Wealth Management reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 2% in Q2 2026, selling an estimated $6.05K and leaving 13,028 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #144.

Bullock Wealth Management first reported a position in IBHF in Q1 2024 and has held it in 10 quarters since. The position peaked at $342K in Q4 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Bullock Wealth Management held 13,028 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $294K as of Q2 2026.
Bullock Wealth Management sold 266 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $6.05K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.13% of Bullock Wealth Management's portfolio in Q2 2026, its #144 holding.
Bullock Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $342K in Q4 2025.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.