GI
IBHF icon

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return