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Denver PWM’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Denver PWM’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
2025
Q1 		– Sell
-1,260
Closed -$29.2K – 140
2024
Q4 		$29.2K Sell
1,260
-4,539
-78% -$105K 0.01% 125
2024
Q3 		$136K Buy
+5,799
New +$134K 0.05% 70

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Denver PWM's IBHF Position: Q1 2025 in Review

Denver PWM sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2025, closing a stake of 1,260 shares — an estimated $29.2K sold.

Denver PWM first reported a position in IBHF in Q3 2024 and held it in 2 quarters. The position peaked at $136K in Q3 2024. 135 funds tracked by Wall St. Rank hold IBHF as of Q1 2025.

  • Denver PWM reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Denver PWM sold 1,260 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2025, an estimated $29.2K.
  • Denver PWM first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2024 and held it in 2 quarters.
  • Denver PWM's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $136K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.