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 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	$9.82M	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 $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 Financial Services's IBHF Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 4.8% in Q2 2026, selling an estimated $105K and leaving 91,649 shares worth $2.08M. The position accounts for 0.28% of the portfolio, ranked #67.

Commonwealth Financial Services first reported a position in IBHF in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.94M in Q3 2024. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Commonwealth Financial Services held 91,649 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.08M as of Q2 2026.
Commonwealth Financial Services sold 4,625 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $105K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.28% of Commonwealth Financial Services's portfolio in Q2 2026, its #67 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 12 quarters since.
Commonwealth Financial Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $9.94M in Q3 2024.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.