Harbour Investments’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Harbour Investments’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	$9.6K	Buy	424 +6	+1%	+$137	﹤0.01%	3386
2026 Q1	$9.61K	Buy	418 +3	+0.7%	+$69	﹤0.01%	3278
2025 Q4	$9.58K	Sell	415 -460	-53%	-$10.7K	﹤0.01%	2769
2025 Q3	$20.5K	Buy	875 +6	+0.7%	+$140	﹤0.01%	2327
2025 Q2	$20.2K	Buy	869 +333	+62%	+$7.68K	﹤0.01%	2230
2025 Q1	$12.4K	Hold	536	–	–	﹤0.01%	2412
2024 Q4	$12.4K	Buy	+536	New	+$12.5K	﹤0.01%	2337

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

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

LIA

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Harbour Investments's IBHF Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.4% in Q2 2026, buying an estimated $137 and bringing the position to 424 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

Harbour Investments first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Harbour Investments held 424 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $9.6K as of Q2 2026.
Harbour Investments bought 6 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $137.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3386 holding.
Harbour Investments first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Harbour Investments's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $20.5K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.