GAMMA Investing’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

GAMMA Investing’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 Q1	–	Sell	-6,845	Closed	-$158K	–	4177
2025 Q4	$158K	Buy	6,845 +123	+2%	+$2.85K	0.01%	1213
2025 Q3	$157K	Sell	6,722 -42,667	-86%	-$992K	0.01%	1157
2025 Q2	$1.15M	Sell	49,389 -199,903	-80%	-$4.61M	0.07%	241
2025 Q1	$5.79M	Buy	249,292 +41,938	+20%	+$976K	0.43%	33
2024 Q4	$4.8M	Buy	207,354 +69,138	+50%	+$1.61M	0.41%	31
2024 Q3	$3.24M	Buy	138,216 +77,181	+126%	+$1.78M	0.32%	43
2024 Q2	$1.4M	Buy	61,035 +37,187	+156%	+$850K	0.19%	93
2024 Q1	$550K	Buy	+23,848	New	+$547K	0.11%	165

Other funds holding IBHF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LIA

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

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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

GAMMA Investing's IBHF Position: Q1 2026 in Review

GAMMA Investing sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2026, closing a stake of 6,845 shares — an estimated $158K sold.

GAMMA Investing first reported a position in IBHF in Q1 2024 and held it in 8 quarters. The position peaked at $5.79M in Q1 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

GAMMA Investing reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
GAMMA Investing sold 6,845 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $158K.
GAMMA Investing first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and held it in 8 quarters.
GAMMA Investing's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $5.79M in Q1 2025.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on GAMMA Investing's 13F filing for Q1 2026, filed 6 Apr 2026.