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

Diversify Advisory Services’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
-10,320
Closed -$239K – 654
2024
Q4 		$239K Hold
10,320
– – 0.01% 538
2024
Q3 		$240K Sell
10,320
-100
-1% -$2.31K 0.01% 555
2024
Q2 		$238K Buy
+10,420
New +$238K 0.01% 563

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

Diversify Advisory Services's IBHF Position: Q1 2025 in Review

Diversify Advisory Services sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2025, closing a stake of 10,320 shares — an estimated $239K sold.

Diversify Advisory Services first reported a position in IBHF in Q2 2024 and held it in 3 quarters. The position peaked at $240K in Q3 2024. 135 funds tracked by Wall St. Rank hold IBHF as of Q1 2025.

  • Diversify Advisory Services reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 10,320 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2025, an estimated $239K.
  • Diversify Advisory Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and held it in 3 quarters.
  • Diversify Advisory Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $240K 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 Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.