Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Cambridge Investment Research Advisors’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 		$4.47M Sell
197,183
-104,347
-35% -$2.37M 0.01% 1099
2026
Q1 		$6.92M Sell
301,530
-1,104,303
-79% -$25.4M 0.02% 781
2025
Q4 		$32.4M Buy
1,405,833
+156,165
+12% +$3.62M 0.09% 231
2025
Q3 		$29.2M Buy
1,249,668
+81,711
+7% +$1.9M 0.08% 252
2025
Q2 		$27.1M Buy
1,167,957
+76,257
+7% +$1.76M 0.08% 247
2025
Q1 		$25.3M Buy
1,091,700
+51,307
+5% +$1.19M 0.09% 236
2024
Q4 		$24.1M Sell
1,040,393
-151,409
-13% -$3.52M 0.08% 238
2024
Q3 		$27.9M Buy
1,191,802
+55,440
+5% +$1.28M 0.09% 208
2024
Q2 		$26M Sell
1,136,362
-15,211
-1% -$348K 0.1% 197
2024
Q1 		$26.6M Buy
1,151,573
+226,637
+25% +$5.2M 0.1% 184
2023
Q4 		$21.2M Buy
924,936
+876,113
+1,794% +$19.8M 0.09% 216
2023
Q3 		$1.1M Buy
48,823
+24,564
+101% +$556K 0.01% 1512
2023
Q2 		$552K Buy
24,259
+12,722
+110% +$287K ﹤0.01% 2051
2023
Q1 		$263K Buy
+11,537
New +$261K ﹤0.01% 2595

Other funds holding IBHF

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
CL
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Cambridge Investment Research Advisors's IBHF Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 35% in Q2 2026, selling an estimated $2.37M and leaving 197,183 shares worth $4.47M. The position accounts for 0.01% of the portfolio, ranked #1099.

Cambridge Investment Research Advisors first reported a position in IBHF in Q1 2023 and has held it in 14 quarters since. The position peaked at $32.4M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Cambridge Investment Research Advisors held 197,183 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.47M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 104,347 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.37M.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1099 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $32.4M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.