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FF Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

FF Advisors’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 		$3.13M Sell
137,023
-88,175
-39% -$2.03M 1.27% 15
2025
Q4 		$5.2M Buy
225,198
+31,736
+16% +$737K 2.32% 9
2025
Q3 		$4.53M Buy
193,462
+15,591
+9% +$363K 2.16% 10
2025
Q2 		$4.13M Buy
177,871
+6,112
+4% +$141K 2.14% 10
2025
Q1 		$3.96M Buy
171,759
+13,600
+9% +$317K 2.27% 10
2024
Q4 		$3.68M Sell
158,159
-23,623
-13% -$549K 2.52% 9
2024
Q3 		$4.23M Buy
181,782
+12,727
+8% +$294K 2.75% 9
2024
Q2 		$3.87M Sell
169,055
-3,148
-2% -$71.9K 2.73% 9
2024
Q1 		$3.97M Buy
172,203
+76,570
+80% +$1.76M 2.75% 8
2023
Q4 		$2.19M Buy
+95,633
New +$2.16M 1.83% 18

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
SG
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