Eight 31 Financial’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Eight 31 Financial’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	$2.34M	Buy	103,272 +2,795	+3%	+$63.6K	1.39%	20
2026 Q1	$2.31M	Sell	100,477 -1,717	-2%	-$39.5K	1.39%	22
2025 Q4	$2.36M	Buy	102,194 +5,281	+5%	+$123K	1.29%	19
2025 Q3	$2.27M	Buy	96,913 +17,773	+22%	+$413K	1.28%	21
2025 Q2	$1.84M	Buy	79,140 +485	+0.6%	+$11.2K	1.21%	21
2025 Q1	$1.83M	Buy	+78,655	New	+$1.83M	1.17%	22

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

Eight 31 Financial's IBHF Position: Q2 2026 in Review

Eight 31 Financial increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 2.8% in Q2 2026, buying an estimated $63.6K and bringing the position to 103,272 shares worth $2.34M. The position accounts for 1.39% of the portfolio, ranked #20.

Eight 31 Financial first reported a position in IBHF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Eight 31 Financial held 103,272 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.34M as of Q2 2026.
Eight 31 Financial bought 2,795 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $63.6K.
iShares iBonds 2026 Term High Yield and Income ETF made up 1.39% of Eight 31 Financial's portfolio in Q2 2026, its #20 holding.
Eight 31 Financial first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
Eight 31 Financial's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.36M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.