Bullock Wealth Management’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Bullock Wealth Management’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	$685K	Buy	+26,773	New	+$688K	0.3%	84

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

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

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

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

Bullock Wealth Management opened a new position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q2 2026: 26,773 shares worth $685K. The stake represents 0.3% of the portfolio and ranks #84 among its holdings.

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

Bullock Wealth Management held 26,773 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $685K as of Q2 2026.
iShares iBonds 2031 Term High Yield and Income ETF was a new Bullock Wealth Management position in Q2 2026.
iShares iBonds 2031 Term High Yield and Income ETF made up 0.3% of Bullock Wealth Management's portfolio in Q2 2026, its #84 holding.
31 funds tracked by Wall St. Rank held iShares iBonds 2031 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.