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Copperleaf Capital’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Copperleaf Capital’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
2025
Q3 		$1.45M Buy
+61,803
New +$1.44M 0.69% 36

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Copperleaf Capital's IBHF Position: Q3 2025 in Review

Copperleaf Capital opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2025: 61,803 shares worth $1.45M. The stake represents 0.69% of the portfolio and ranks #36 among its holdings.

158 funds tracked by Wall St. Rank hold IBHF as of Q3 2025.

  • Copperleaf Capital held 61,803 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.45M as of Q3 2025.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new Copperleaf Capital position in Q3 2025.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.69% of Copperleaf Capital's portfolio in Q3 2025, its #36 holding.
  • 158 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.