Commonwealth Equity Services

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 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

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LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

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