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Evexia Wealth’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Evexia Wealth’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 		$5.46M Buy
243,261
+79,696
+49% +$1.81M 1.48% 28
2026
Q1 		$3.74M Buy
163,565
+23,253
+17% +$535K 1.03% 31
2025
Q4 		$3.24M Buy
+140,312
New +$3.26M 0.9% 34

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Evexia Wealth's IBHF Position: Q2 2026 in Review

Evexia Wealth increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 49% in Q2 2026, buying an estimated $1.81M and bringing the position to 243,261 shares worth $5.46M. The position accounts for 1.48% of the portfolio, ranked #28.

Evexia Wealth first reported a position in IBHF in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Evexia Wealth held 243,261 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $5.46M as of Q2 2026.
  • Evexia Wealth bought 79,696 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.81M.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 1.48% of Evexia Wealth's portfolio in Q2 2026, its #28 holding.
  • Evexia Wealth first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.