Cornerstone Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Cornerstone Wealth Management’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	$2.15M	Buy	93,505 +4,126	+5%	+$95K	0.11%	179
2025 Q4	$2.06M	Buy	89,379 +17,519	+24%	+$407K	0.11%	182
2025 Q3	$1.68M	Buy	71,860 +11,840	+20%	+$275K	0.09%	192
2025 Q2	$1.39M	Buy	60,020 +4,201	+8%	+$96.9K	0.08%	199
2025 Q1	$1.3M	Buy	55,819 +18,486	+50%	+$430K	0.09%	194
2024 Q4	$864K	Buy	37,333 +14,207	+61%	+$330K	0.06%	257
2024 Q3	$541K	Buy	+23,126	New	+$534K	0.04%	334

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