HFA
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High Falls Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

High Falls Advisors’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 		$334K Buy
14,462
+1,821
+14% +$42.3K 0.07% 99
2025
Q3 		$296K Buy
12,641
+90
+0.7% +$2.09K 0.06% 116
2025
Q2 		$292K Buy
12,551
+1,777
+16% +$41K 0.06% 110
2025
Q1 		$250K Buy
+10,774
New +$251K 0.06% 106

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 $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

High Falls Advisors's IBHF Position: Q4 2025 in Review

High Falls Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 14% in Q4 2025, buying an estimated $42.3K and bringing the position to 14,462 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #99.

High Falls Advisors first reported a position in IBHF in Q1 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q4 2025.

  • High Falls Advisors held 14,462 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $334K as of Q4 2025.
  • High Falls Advisors bought 1,821 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2025, an estimated $42.3K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.07% of High Falls Advisors's portfolio in Q4 2025, its #99 holding.
  • High Falls Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.