BFC Planning, Inc.’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

BFC Planning, Inc.’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	$663K	Buy	25,713 +4,684	+22%	+$120K	0.03%	515
2026 Q1	$535K	Buy	21,029 +1,269	+6%	+$32.8K	0.02%	544
2025 Q4	$511K	Buy	19,760 +1,137	+6%	+$29.4K	0.02%	543
2025 Q3	$486K	Buy	18,623 +4,341	+30%	+$112K	0.04%	394
2025 Q2	$371K	Buy	14,282 +121	+0.9%	+$3.06K	0.03%	433
2025 Q1	$360K	Buy	14,161 +472	+3%	+$12.1K	0.03%	416
2024 Q4	$347K	Buy	+13,689	New	+$352K	0.03%	433

Other funds holding IBHK

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

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

WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

BWM

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

BFCFSI

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return

BFC Planning, Inc.'s IBHK Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 22% in Q2 2026, buying an estimated $120K and bringing the position to 25,713 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #515.

BFC Planning, Inc. first reported a position in IBHK in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

BFC Planning, Inc. held 25,713 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $663K as of Q2 2026.
BFC Planning, Inc. bought 4,684 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $120K.
iShares iBonds 2031 Term High Yield and Income ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #515 holding.
BFC Planning, Inc. first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.