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

Focus Financial Network’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	$385K	Hold	17,075	–	–	0.01%	559
2026 Q2	$387K	Hold	17,075	–	–	0.01%	558
2026 Q1	$392K	Hold	17,075	–	–	0.01%	529
2025 Q4	$394K	Buy	17,075 +202	+1%	+$4.69K	0.01%	508
2025 Q3	$395K	Buy	+16,873	New	+$392K	0.01%	513

Other funds holding IBHF

DWA

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network's IBHF Position: Q3 2026 in Review

Focus Financial Network held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q3 2026 at 17,075 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #559.

Focus Financial Network first reported a position in IBHF in Q3 2025 and has held it in 5 quarters since. The position peaked at $395K in Q3 2025. 18 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Focus Financial Network held 17,075 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $385K as of Q3 2026.
Focus Financial Network left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q3 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Focus Financial Network's portfolio in Q3 2026, its #559 holding.
Focus Financial Network first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 5 quarters since.
Focus Financial Network's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $395K in Q3 2025.
18 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.