BFC Planning, Inc.’s iShares iBonds 2033 Term High Yield and Income ETF IBHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356K	Buy	+14,015	New	+$356K	0.01%	731

Other funds holding IBHM

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

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

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

BWM

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

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

BFC Planning, Inc. opened a new position in iShares iBonds 2033 Term High Yield and Income ETF (IBHM) in Q2 2026: 14,015 shares worth $356K. The stake represents 0.01% of the portfolio and ranks #731 among its holdings.

5 funds tracked by Wall St. Rank hold IBHM as of Q2 2026.

BFC Planning, Inc. held 14,015 shares of iShares iBonds 2033 Term High Yield and Income ETF worth $356K as of Q2 2026.
iShares iBonds 2033 Term High Yield and Income ETF was a new BFC Planning, Inc. position in Q2 2026.
iShares iBonds 2033 Term High Yield and Income ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #731 holding.
5 funds tracked by Wall St. Rank held iShares iBonds 2033 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.