FCH
IBHK

Freestone Capital Holdings’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Freestone Capital Holdings’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,390
Closed -$264K – 691
2026
Q1 		$264K Sell
10,390
-8,351
-45% -$216K 0.01% 466
2025
Q4 		$484K Buy
18,741
+1,252
+7% +$32.4K 0.01% 350
2025
Q3 		$457K Buy
+17,489
New +$452K 0.01% 364

Other funds holding IBHK

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Freestone Capital Holdings sold out of iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q2 2026, closing a stake of 10,390 shares — an estimated $264K sold.

Freestone Capital Holdings first reported a position in IBHK in Q3 2025 and held it in 3 quarters. The position peaked at $484K in Q4 2025. 9 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Freestone Capital Holdings reported no remaining iShares iBonds 2031 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Freestone Capital Holdings sold 10,390 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $264K.
  • Freestone Capital Holdings first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
  • Freestone Capital Holdings's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $484K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares iBonds 2031 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.