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 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	$9.82M	Sell	424,270 -2,692	-0.6%	-$62.6K	1.93%	12
2024 Q3	$9.94M	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	$9.73M	Sell	424,669 -762	-0.2%	-$17.5K	2.29%	12
2023 Q4	$9.75M	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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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