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 Q2	$1.6M	Sell	70,677 -6,453	-8%	-$147K	0.03%	561
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 $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

IFP Advisors's IBHF Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 8.4% in Q2 2026, selling an estimated $147K and leaving 70,677 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #561.

IFP Advisors first reported a position in IBHF in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.77M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

IFP Advisors held 70,677 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.6M as of Q2 2026.
IFP Advisors sold 6,453 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $147K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #561 holding.
IFP Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2022 and has held it in 16 quarters since.
IFP Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.77M in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.