Envestnet Asset Management

Envestnet Asset Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Envestnet Asset Management’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 Q1	$3.05M	Buy	132,908 +7,601	+6%	+$175K	﹤0.01%	2693
2025 Q4	$2.89M	Sell	125,307 -1,902	-1%	-$44.1K	﹤0.01%	2564
2025 Q3	$2.98M	Buy	127,209 +1,133	+0.9%	+$26.4K	﹤0.01%	2612
2025 Q2	$2.93M	Buy	126,076 +25,499	+25%	+$588K	﹤0.01%	2552
2025 Q1	$2.34M	Buy	100,577 +51,058	+103%	+$1.19M	﹤0.01%	2620
2024 Q4	$1.15M	Buy	49,519 +17,187	+53%	+$399K	﹤0.01%	3083
2024 Q3	$757K	Buy	+32,332	New	+$746K	﹤0.01%	3287
2023 Q3	–	Sell	-26,880	Closed	-$612K	–	4085
2023 Q2	$612K	Buy	26,880 +2,053	+8%	+$46.3K	﹤0.01%	3098
2023 Q1	$566K	Buy	+24,827	New	+$563K	﹤0.01%	3057

Other funds holding IBHF

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return