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Great Valley Advisor Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Great Valley Advisor 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
2026
Q1 		$664K Buy
28,927
+1,724
+6% +$39.7K 0.01% 599
2025
Q4 		$628K Buy
+27,203
New +$631K 0.01% 575

Other funds holding IBHF

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
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 $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 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

Great Valley Advisor Group's IBHF Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 6.3% in Q1 2026, buying an estimated $39.7K and bringing the position to 28,927 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #599.

Great Valley Advisor Group first reported a position in IBHF in Q4 2025 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Great Valley Advisor Group held 28,927 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $664K as of Q1 2026.
  • Great Valley Advisor Group bought 1,724 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $39.7K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #599 holding.
  • Great Valley Advisor Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.