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

Carr Financial Group’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	$721K	Sell	31,851 -6,092	-16%	-$139K	0.17%	89
2026 Q1	$871K	Sell	37,943 -24,923	-40%	-$574K	0.23%	67
2025 Q4	$1.45M	Sell	62,866 -7,780	-11%	-$181K	0.39%	50
2025 Q3	$1.65M	Sell	70,646 -12,677	-15%	-$295K	0.45%	44
2025 Q2	$1.94M	Buy	83,323 +12,504	+18%	+$288K	0.57%	35
2025 Q1	$1.64M	Buy	+70,819	New	+$1.65M	0.54%	38

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Carr Financial Group's IBHF Position: Q2 2026 in Review

Carr Financial Group reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 16% in Q2 2026, selling an estimated $139K and leaving 31,851 shares worth $721K. The position accounts for 0.17% of the portfolio, ranked #89.

Carr Financial Group first reported a position in IBHF in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q2 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Carr Financial Group held 31,851 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $721K as of Q2 2026.
Carr Financial Group sold 6,092 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $139K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.17% of Carr Financial Group's portfolio in Q2 2026, its #89 holding.
Carr Financial Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
Carr Financial Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.94M in Q2 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.