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

Envestnet Portfolio Solutions’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
2024 Q4	–	Sell	-9,868	Closed	-$231K	–	1757
2024 Q3	$231K	Sell	9,868 -1,072	-10%	-$24.7K	﹤0.01%	1567
2024 Q2	$251K	Buy	+10,940	New	+$250K	﹤0.01%	1475
2023 Q4	–	Sell	-17,555	Closed	-$396K	–	1569
2023 Q3	$396K	Buy	+17,555	New	+$397K	﹤0.01%	1090

Other funds holding IBHF

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LIA

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

Envestnet Portfolio Solutions's IBHF Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2024, closing a stake of 9,868 shares — an estimated $231K sold.

Envestnet Portfolio Solutions first reported a position in IBHF in Q3 2023 and held it in 3 quarters. The position peaked at $396K in Q3 2023. 118 funds tracked by Wall St. Rank hold IBHF as of Q4 2024.

Envestnet Portfolio Solutions reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 9,868 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2024, an estimated $231K.
Envestnet Portfolio Solutions first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and held it in 3 quarters.
Envestnet Portfolio Solutions's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $396K in Q3 2023.
118 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.