Heartland Bank & Trust’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Heartland Bank & Trust’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	$795K	Buy	34,659 +4,720	+16%	+$109K	0.18%	93
2025 Q4	$691K	Buy	29,939 +2,647	+10%	+$61.4K	0.29%	78
2025 Q3	$638K	Buy	27,292 +6,971	+34%	+$162K	0.26%	89
2025 Q2	$472K	Buy	20,321 +6,779	+50%	+$156K	0.22%	103
2025 Q1	$314K	Buy	13,542 +3,573	+36%	+$83.2K	0.16%	130
2024 Q4	$231K	Buy	+9,969	New	+$232K	0.13%	134

Other funds holding IBHF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heartland Bank & Trust's IBHF Position: Q1 2026 in Review

Heartland Bank & Trust increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 16% in Q1 2026, buying an estimated $109K and bringing the position to 34,659 shares worth $795K. The position accounts for 0.18% of the portfolio, ranked #93.

Heartland Bank & Trust first reported a position in IBHF in Q4 2024 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Heartland Bank & Trust held 34,659 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $795K as of Q1 2026.
Heartland Bank & Trust bought 4,720 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $109K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.18% of Heartland Bank & Trust's portfolio in Q1 2026, its #93 holding.
Heartland Bank & Trust first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 6 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 Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.