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

Commonwealth Financial 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 Q3	$1.67M	Sell	74,237 -17,412	-19%	-$392K	0.3%	58
2026 Q2	$2.08M	Sell	91,649 -4,625	-5%	-$105K	0.28%	67
2026 Q1	$2.21M	Sell	96,274 -6,595	-6%	-$152K	0.35%	51
2025 Q4	$2.37M	Sell	102,869 -4,967	-5%	-$115K	0.39%	48
2025 Q3	$2.52M	Buy	107,836 +7,574	+8%	+$176K	0.43%	47
2025 Q2	$2.33M	Sell	100,262 -21,390	-18%	-$493K	0.45%	44
2025 Q1	$2.82M	Sell	121,652 -302,618	-71%	-$7.04M	0.58%	43
2024 Q4	$9.8M	Sell	424,270 -2,692	-0.6%	-$62.6K	1.93%	12
2024 Q3	$9.9M	Buy	426,962 +15,274	+4%	+$353K	1.96%	11
2024 Q2	$9.42M	Sell	411,688 -12,981	-3%	-$297K	1.93%	13
2024 Q1	$9.7M	Sell	424,669 -762	-0.2%	-$17.5K	2.29%	12
2023 Q4	$9.8M	Buy	425,431 +41,916	+11%	+$945K	2.3%	12
2023 Q3	$8.64M	Buy	+383,515	New	+$8.68M	2.57%	10

Other funds holding IBHF

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

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

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Commonwealth Financial Services's IBHF Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 19% in Q3 2026, selling an estimated $392K and leaving 74,237 shares worth $1.67M. The position accounts for 0.3% of the portfolio, ranked #58.

Commonwealth Financial Services first reported a position in IBHF in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.9M in Q3 2024. 29 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Commonwealth Financial Services held 74,237 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.67M as of Q3 2026.
Commonwealth Financial Services sold 17,412 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $392K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.3% of Commonwealth Financial Services's portfolio in Q3 2026, its #58 holding.
Commonwealth Financial Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and has held it in 13 quarters since.
Commonwealth Financial Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $9.9M in Q3 2024.
29 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.