CX Institutional’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

CX Institutional’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	–	Sell	-929	Closed	-$21K	–	1608
2026 Q1	$21K	Buy	929 +9	+1%	+$207	﹤0.01%	1116
2025 Q4	$21K	Buy	920 +21	+2%	+$487	﹤0.01%	1097
2025 Q3	$21K	Buy	+899	New	+$20.9K	﹤0.01%	1089

Other funds holding IBHF

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return