Cambridge Investment Research Advisors

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return