Csenge Advisory Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Csenge Advisory Group’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	$4.74M	Buy	209,398 +17,085	+9%	+$389K	0.19%	106
2026 Q1	$4.41M	Buy	192,313 +92,402	+92%	+$2.13M	0.2%	98
2025 Q4	$2.31M	Buy	99,911 +65,214	+188%	+$1.51M	0.1%	172
2025 Q3	$812K	Buy	+34,697	New	+$807K	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

Csenge Advisory Group's IBHF Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 8.9% in Q2 2026, buying an estimated $389K and bringing the position to 209,398 shares worth $4.74M. The position accounts for 0.19% of the portfolio, ranked #106.

Csenge Advisory Group first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Csenge Advisory Group held 209,398 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.74M as of Q2 2026.
Csenge Advisory Group bought 17,085 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $389K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.19% of Csenge Advisory Group's portfolio in Q2 2026, its #106 holding.
Csenge Advisory Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 4 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 Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.