Financial Consulate
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Financial Consulate’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Financial Consulate’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
Q3 		$8.09K Buy
+359
New +$8.08K ﹤0.01% 751

Other funds holding IBHF

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Financial Consulate's IBHF Position: Q3 2026 in Review

Financial Consulate opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2026: 359 shares worth $8.09K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings.

44 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

  • Financial Consulate held 359 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $8.09K as of Q3 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new Financial Consulate position in Q3 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #751 holding.
  • 44 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.