Collaborative Fund Advisors’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Collaborative Fund Advisors’s Portfolio IBHK Stock Details IBHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$745K	Buy	+30,235	New	+$768K	0.4%	65

Other funds holding IBHK

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Collaborative Fund Advisors's IBHK Position: Q3 2026 in Review

Collaborative Fund Advisors opened a new position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q3 2026: 30,235 shares worth $745K. The stake represents 0.4% of the portfolio and ranks #65 among its holdings.

13 funds tracked by Wall St. Rank hold IBHK as of Q3 2026.

Collaborative Fund Advisors held 30,235 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $745K as of Q3 2026.
iShares iBonds 2031 Term High Yield and Income ETF was a new Collaborative Fund Advisors position in Q3 2026.
iShares iBonds 2031 Term High Yield and Income ETF made up 0.4% of Collaborative Fund Advisors's portfolio in Q3 2026, its #65 holding.
13 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q3 2026.

Based on Collaborative Fund Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.