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COWA LLC’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

COWA LLC’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 		$25.5M Buy
1,109,389
+137,539
+14% +$3.17M 6.87% 1
2025
Q4 		$21.8M Buy
971,850
+188,995
+24% +$4.39M 6.62% 2
2025
Q3 		$18.3M Buy
782,855
+97,263
+14% +$2.26M 6.08% 3
2025
Q2 		$15.9M Buy
685,592
+141,373
+26% +$3.26M 6.06% 3
2025
Q1 		$12.6M Buy
544,219
+202,821
+59% +$4.72M 5.4% 3
2024
Q4 		$7.9M Buy
341,398
+74,597
+28% +$1.73M 3.64% 6
2024
Q3 		$6.25M Buy
266,801
+133,912
+101% +$3.09M 2.97% 7
2024
Q2 		$3.04M Buy
+132,889
New +$3.04M 1.62% 16

Other funds holding IBHF

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
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

COWA LLC's IBHF Position: Q1 2026 in Review

COWA LLC increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 14% in Q1 2026, buying an estimated $3.17M and bringing the position to 1,109,389 shares worth $25.5M. The position accounts for 6.87% of the portfolio, ranked #1.

COWA LLC first reported a position in IBHF in Q2 2024 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • COWA LLC held 1,109,389 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $25.5M as of Q1 2026.
  • COWA LLC bought 137,539 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $3.17M.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 6.87% of COWA LLC's portfolio in Q1 2026, its #1 holding.
  • COWA LLC first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on COWA LLC's 13F filing for Q1 2026, filed 14 May 2026.