CAPTRUST Financial Advisors
IBHF icon

CAPTRUST Financial Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

CAPTRUST Financial 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 		$481K Buy
20,951
+4,528
+28% +$104K ﹤0.01% 2052
2025
Q4 		$379K Buy
16,423
+5,230
+47% +$121K ﹤0.01% 2072
2025
Q3 		$262K Buy
11,193
+280
+3% +$6.51K ﹤0.01% 2265
2025
Q2 		$254K Buy
+10,913
New +$252K ﹤0.01% 2144

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
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

CAPTRUST Financial Advisors's IBHF Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 28% in Q1 2026, buying an estimated $104K and bringing the position to 20,951 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

CAPTRUST Financial Advisors first reported a position in IBHF in Q2 2025 and has held it in 4 quarters since. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • CAPTRUST Financial Advisors held 20,951 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $481K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 4,528 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $104K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2052 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.