Creative Financial Designs’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Creative Financial Designs’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	$249K	Buy	10,984 +54	+0.5%	+$1.23K	0.01%	561
2026 Q1	$251K	Buy	10,930 +36	+0.3%	+$829	0.02%	462
2025 Q4	$251K	Buy	10,894 +80	+0.7%	+$1.86K	0.02%	428
2025 Q3	$253K	Buy	10,814 +5,240	+94%	+$122K	0.02%	434
2025 Q2	$129K	Buy	+5,574	New	+$129K	0.01%	604

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

Creative Financial Designs's IBHF Position: Q2 2026 in Review

Creative Financial Designs increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.49% in Q2 2026, buying an estimated $1.23K and bringing the position to 10,984 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #561.

Creative Financial Designs first reported a position in IBHF in Q2 2025 and has held it in 5 quarters since. The position peaked at $253K in Q3 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Creative Financial Designs held 10,984 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $249K as of Q2 2026.
Creative Financial Designs bought 54 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.23K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #561 holding.
Creative Financial Designs first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
Creative Financial Designs's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $253K in Q3 2025.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.