Collaborative Fund Advisors’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$746K	Buy	+30,486	New	+$768K	0.4%	64

Other funds holding IBHL

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

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

BWM

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 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

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

Collaborative Fund Advisors opened a new position in iShares iBonds 2032 Term High Yield and Income ETF (IBHL) in Q3 2026: 30,486 shares worth $746K. The stake represents 0.4% of the portfolio and ranks #64 among its holdings.

8 funds tracked by Wall St. Rank hold IBHL as of Q3 2026.

Collaborative Fund Advisors held 30,486 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $746K as of Q3 2026.
iShares iBonds 2032 Term High Yield and Income ETF was a new Collaborative Fund Advisors position in Q3 2026.
iShares iBonds 2032 Term High Yield and Income ETF made up 0.4% of Collaborative Fund Advisors's portfolio in Q3 2026, its #64 holding.
8 funds tracked by Wall St. Rank held iShares iBonds 2032 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.