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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Focus Financial Network's IBHF Position: Q2 2026 in Review

Focus Financial Network held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q2 2026 at 17,075 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #558.

Focus Financial Network first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $395K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Focus Financial Network held 17,075 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $387K as of Q2 2026.
Focus Financial Network left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q2 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #558 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 4 quarters since.
Focus Financial Network's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $395K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.