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Freestone Capital Holdings’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Freestone Capital Holdings’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 		$221K Sell
9,752
-7,480
-43% -$170K 0.01% 556
2026
Q1 		$395K Sell
17,232
-5,617
-25% -$129K 0.01% 380
2025
Q4 		$527K Buy
22,849
+1,392
+6% +$32.3K 0.02% 328
2025
Q3 		$502K Buy
+21,457
New +$499K 0.02% 347

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

Freestone Capital Holdings's IBHF Position: Q2 2026 in Review

Freestone Capital Holdings reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 43% in Q2 2026, selling an estimated $170K and leaving 9,752 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #556.

Freestone Capital Holdings first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $527K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Freestone Capital Holdings held 9,752 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $221K as of Q2 2026.
  • Freestone Capital Holdings sold 7,480 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $170K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #556 holding.
  • Freestone Capital Holdings 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.
  • Freestone Capital Holdings's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $527K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.