BWM
IBHL

Bullock Wealth Management’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

Bullock Wealth Management’s Portfolio IBHL Stock Details IBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$487K Buy
19,265
+6,041
+46% +$153K 0.21% 101
2026
Q1 		$333K Buy
13,224
+5,143
+64% +$132K 0.17% 122
2025
Q4 		$208K Buy
8,081
+6,580
+438% +$169K 0.1% 157
2025
Q3 		$38.6K Buy
1,501
+776
+107% +$19.9K 0.02% 286
2025
Q2 		$18.5K Buy
+725
New +$18.1K 0.01% 331

Other funds holding IBHL

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bullock Wealth Management increased its iShares iBonds 2032 Term High Yield and Income ETF (IBHL) stake by 46% in Q2 2026, buying an estimated $153K and bringing the position to 19,265 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #101.

Bullock Wealth Management first reported a position in IBHL in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold IBHL as of Q2 2026.

  • Bullock Wealth Management held 19,265 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $487K as of Q2 2026.
  • Bullock Wealth Management bought 6,041 iShares iBonds 2032 Term High Yield and Income ETF shares in Q2 2026, an estimated $153K.
  • iShares iBonds 2032 Term High Yield and Income ETF made up 0.21% of Bullock Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Bullock Wealth Management first reported a position in iShares iBonds 2032 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds 2032 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.