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

IFP 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
2026 Q1	$1.77M	Buy	77,130 +25,727	+50%	+$592K	0.04%	497
2025 Q4	$1.19M	Sell	51,403 -265	-0.5%	-$6.15K	0.03%	583
2025 Q3	$1.21M	Sell	51,668 -3,243	-6%	-$75.4K	0.03%	533
2025 Q2	$1.28M	Sell	54,911 -14,192	-21%	-$327K	0.04%	500
2025 Q1	$1.6M	Sell	69,103 -2,579	-4%	-$60K	0.05%	410
2024 Q4	$1.66M	Sell	71,682 -1,826	-2%	-$42.4K	0.05%	377
2024 Q3	$1.72M	Buy	73,508 +3,009	+4%	+$69.5K	0.06%	333
2024 Q2	$1.62M	Buy	70,499 +8,079	+13%	+$185K	0.06%	314
2024 Q1	$1.44M	Buy	62,420 +1,900	+3%	+$43.6K	0.06%	324
2023 Q4	$1.39M	Buy	60,520 +15,047	+33%	+$339K	0.07%	318
2023 Q3	$1.02M	Buy	45,473 +17,450	+62%	+$395K	0.05%	383
2023 Q2	$638K	Buy	28,023 +7,681	+38%	+$173K	0.03%	566
2023 Q1	$506K	Buy	20,342 +3,683	+22%	+$83.4K	0.02%	610
2022 Q4	$413K	Buy	16,659 +11,879	+249%	+$265K	0.01%	983
2022 Q3	$118K	Buy	+4,780	New	+$108K	﹤0.01%	1743

Other funds holding IBHF

LPL Financial San Diego, California $376B 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 $994M AUM 17.21% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

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