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GPS Wealth Strategies Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-15
Closed -$357 – 1013
2025
Q3 		$357 Hold
15
– – ﹤0.01% 1545
2025
Q2 		$348 Buy
+15
New +$346 ﹤0.01% 1513

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GPS Wealth Strategies Group's IBHF Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2025, closing a stake of 15 shares — an estimated $357 sold.

GPS Wealth Strategies Group first reported a position in IBHF in Q2 2025 and held it in 2 quarters. The position peaked at $357 in Q3 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 15 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2025, an estimated $357.
  • GPS Wealth Strategies Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and held it in 2 quarters.
  • GPS Wealth Strategies Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $357 in Q3 2025.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.