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

Focus Partners Wealth’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	$291K	Hold	12,832	–	–	﹤0.01%	2282
2026 Q1	$294K	Hold	12,832	–	–	﹤0.01%	2207
2025 Q4	$296K	Hold	12,832	–	–	﹤0.01%	2235
2025 Q3	$300K	Hold	12,832	–	–	﹤0.01%	1838
2025 Q2	$298K	Hold	12,832	–	–	﹤0.01%	1685
2025 Q1	$298K	Buy	+12,832	New	+$299K	﹤0.01%	1575

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 Partners Wealth's IBHF Position: Q2 2026 in Review

Focus Partners Wealth held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q2 2026 at 12,832 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

Focus Partners Wealth first reported a position in IBHF in Q1 2025 and has held it in 6 quarters since. The position peaked at $300K in Q3 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Focus Partners Wealth held 12,832 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $291K as of Q2 2026.
Focus Partners Wealth 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 Partners Wealth's portfolio in Q2 2026, its #2282 holding.
Focus Partners Wealth first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
Focus Partners Wealth's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $300K in Q3 2025.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.