IFP Advisors
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IFP Advisors’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

IFP Advisors’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39.4K Hold
1,599
– – ﹤0.01% 2546
2026
Q2 		$41.2K Hold
1,599
– – ﹤0.01% 2526
2026
Q1 		$40.7K Buy
+1,599
New +$41.3K ﹤0.01% 2364

Other funds holding IBHK

Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
MLP3 LLC
MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Brown, Lisle/Cummings
Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

IFP Advisors's IBHK Position: Q3 2026 in Review

IFP Advisors held its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) position steady in Q3 2026 at 1,599 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

IFP Advisors first reported a position in IBHK in Q1 2026 and has held it in 3 quarters since. The position peaked at $41.2K in Q2 2026. 11 funds tracked by Wall St. Rank hold IBHK as of Q3 2026.

  • IFP Advisors held 1,599 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $39.4K as of Q3 2026.
  • IFP Advisors left its iShares iBonds 2031 Term High Yield and Income ETF share count unchanged in Q3 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2546 holding.
  • IFP Advisors first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $41.2K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.