BFC Planning, Inc.’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

BFC Planning, Inc.’s Portfolio IBHL Stock Details IBHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$785K	Buy	32,064 +5,932	+23%	+$149K	0.03%	465
2026 Q2	$664K	Buy	26,132 +4,567	+21%	+$116K	0.03%	514
2026 Q1	$544K	Buy	21,565 +2,400	+13%	+$61.5K	0.02%	541
2025 Q4	$493K	Buy	19,165 +2,398	+14%	+$61.5K	0.02%	554
2025 Q3	$433K	Buy	+16,767	New	+$429K	0.03%	422

Other funds holding IBHL

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

CFA

Collaborative Fund Advisors Reno, Nevada $186M AUM

WrapManager Inc Mill Valley, California $329M AUM 14.33% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BWM

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

BFC Planning, Inc.'s IBHL Position: Q3 2026 in Review

BFC Planning, Inc. increased its iShares iBonds 2032 Term High Yield and Income ETF (IBHL) stake by 23% in Q3 2026, buying an estimated $149K and bringing the position to 32,064 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #465.

BFC Planning, Inc. first reported a position in IBHL in Q3 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold IBHL as of Q3 2026.

BFC Planning, Inc. held 32,064 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $785K as of Q3 2026.
BFC Planning, Inc. bought 5,932 iShares iBonds 2032 Term High Yield and Income ETF shares in Q3 2026, an estimated $149K.
iShares iBonds 2032 Term High Yield and Income ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #465 holding.
BFC Planning, Inc. first reported a position in iShares iBonds 2032 Term High Yield and Income ETF in Q3 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held iShares iBonds 2032 Term High Yield and Income ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.