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BWM Planning’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

BWM Planning’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
2025
Q4 		– Sell
-13,867
Closed -$324K – 95
2025
Q3 		$324K Sell
13,867
-6,699
-33% -$156K 0.1% 71
2025
Q2 		$478K Buy
20,566
+343
+2% +$7.91K 0.16% 59
2025
Q1 		$470K Buy
+20,223
New +$471K 0.2% 56

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWM Planning's IBHF Position: Q4 2025 in Review

BWM Planning sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2025, closing a stake of 13,867 shares — an estimated $324K sold.

BWM Planning first reported a position in IBHF in Q1 2025 and held it in 3 quarters. The position peaked at $478K in Q2 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q4 2025.

  • BWM Planning reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • BWM Planning sold 13,867 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2025, an estimated $324K.
  • BWM Planning first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
  • BWM Planning's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $478K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q4 2025.

Based on BWM Planning's 13F filing for Q4 2025, filed 14 Jan 2026.