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 Q2	$2.16M	Buy	95,165 +1,660	+2%	+$37.8K	0.09%	203
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 $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

Cornerstone Wealth Management's IBHF Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.8% in Q2 2026, buying an estimated $37.8K and bringing the position to 95,165 shares worth $2.16M. The position accounts for 0.09% of the portfolio, ranked #203.

Cornerstone Wealth Management first reported a position in IBHF in Q3 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Cornerstone Wealth Management held 95,165 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.16M as of Q2 2026.
Cornerstone Wealth Management bought 1,660 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $37.8K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #203 holding.
Cornerstone Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.