Commonwealth Equity Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Commonwealth Equity Services’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	$2.42M	Sell	106,778 -4,311	-4%	-$98.1K	﹤0.01%	1945
2026 Q1	$2.55M	Sell	111,089 -43,210	-28%	-$995K	﹤0.01%	1808
2025 Q4	$3.56M	Buy	154,299 +10,119	+7%	+$235K	﹤0.01%	1568
2025 Q3	$3.37M	Buy	144,180 +510	+0.4%	+$11.9K	﹤0.01%	1628
2025 Q2	$3.34M	Buy	143,670 +7,896	+6%	+$182K	﹤0.01%	1616
2025 Q1	$3.15M	Buy	135,774 +6,451	+5%	+$150K	﹤0.01%	1597
2024 Q4	$2.99M	Buy	129,323 +18,297	+16%	+$425K	﹤0.01%	1581
2024 Q3	$2.6M	Sell	111,026 -7,274	-6%	-$168K	﹤0.01%	1631
2024 Q2	$2.71M	Buy	118,300 +5,482	+5%	+$125K	﹤0.01%	1592
2024 Q1	$2.6M	Buy	112,818 +2,981	+3%	+$68.4K	﹤0.01%	1598
2023 Q4	$2.52M	Buy	109,837 +34,302	+45%	+$774K	﹤0.01%	1534
2023 Q3	$1.7M	Buy	75,535 +55,081	+269%	+$1.25M	﹤0.01%	1719
2023 Q2	$465K	Buy	+20,454	New	+$462K	﹤0.01%	2681

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

Commonwealth Equity Services's IBHF Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 3.9% in Q2 2026, selling an estimated $98.1K and leaving 106,778 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Commonwealth Equity Services first reported a position in IBHF in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.56M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Commonwealth Equity Services held 106,778 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.42M as of Q2 2026.
Commonwealth Equity Services sold 4,311 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $98.1K.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1945 holding.
Commonwealth Equity Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2023 and has held it in 13 quarters since.
Commonwealth Equity Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $3.56M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.