BWM
IBHM

Bullock Wealth Management’s iShares iBonds 2033 Term High Yield and Income ETF IBHM Stock Holding History

Bullock Wealth Management’s Portfolio IBHM Stock Details IBHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.07K Buy
+161
New +$4.08K ﹤0.01% 513

Other funds holding IBHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Bullock Wealth Management opened a new position in iShares iBonds 2033 Term High Yield and Income ETF (IBHM) in Q2 2026: 161 shares worth $4.07K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings.

4 funds tracked by Wall St. Rank hold IBHM as of Q2 2026.

  • Bullock Wealth Management held 161 shares of iShares iBonds 2033 Term High Yield and Income ETF worth $4.07K as of Q2 2026.
  • iShares iBonds 2033 Term High Yield and Income ETF was a new Bullock Wealth Management position in Q2 2026.
  • iShares iBonds 2033 Term High Yield and Income ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #513 holding.
  • 4 funds tracked by Wall St. Rank held iShares iBonds 2033 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.