Fidelity Investments
IBHF icon

Fidelity Investments’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Fidelity Investments’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 		– Sell
-914
Closed -$21K – 5643
2026
Q1 		$21K Buy
+914
New +$21K ﹤0.01% 4490
2024
Q4 		– Sell
-1
Closed -$23 – 5678
2024
Q3 		$23 Sell
1
-1,386
-100% -$32K ﹤0.01% 5326
2024
Q2 		$31.8K Buy
+1,387
New +$31.7K ﹤0.01% 3845

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

Fidelity Investments's IBHF Position: Q2 2026 in Review

Fidelity Investments sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 914 shares — an estimated $21K sold.

Fidelity Investments first reported a position in IBHF in Q2 2024 and held it in 3 quarters. The position peaked at $31.8K in Q2 2024. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Fidelity Investments reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Fidelity Investments sold 914 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $21K.
  • Fidelity Investments first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and held it in 3 quarters.
  • Fidelity Investments's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $31.8K in Q2 2024.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.