GRR
IBHF icon

Golden Reserve Retirement’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Golden Reserve Retirement’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
Q2 		$872K Buy
38,477
+10,005
+35% +$228K 0.14% 52
2026
Q1 		$653K Buy
28,472
+16,283
+134% +$375K 0.13% 31
2025
Q4 		$281K Buy
+12,189
New +$283K 0.05% 98

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CP
Cornerstone Planning Charlotte, North Carolina $432M AUM
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $369M AUM 26.67% 1-Year Est. Return

Golden Reserve Retirement's IBHF Position: Q2 2026 in Review

Golden Reserve Retirement increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 35% in Q2 2026, buying an estimated $228K and bringing the position to 38,477 shares worth $872K. The position accounts for 0.14% of the portfolio, ranked #52.

Golden Reserve Retirement first reported a position in IBHF in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Golden Reserve Retirement held 38,477 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $872K as of Q2 2026.
  • Golden Reserve Retirement bought 10,005 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $228K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.14% of Golden Reserve Retirement's portfolio in Q2 2026, its #52 holding.
  • Golden Reserve Retirement first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.