Ironwood Financial’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Ironwood Financial’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	$3.01M	Buy	130,962 +5,696	+5%	+$131K	0.52%	47
2025 Q4	$2.89M	Buy	125,266 +14,724	+13%	+$342K	0.49%	49
2025 Q3	$2.59M	Buy	110,542 +44,382	+67%	+$1.03M	0.46%	51
2025 Q2	$1.54M	Hold	66,160	–	–	0.33%	62
2025 Q1	$1.54M	Buy	66,160 +6,038	+10%	+$141K	0.33%	62
2024 Q4	$1.39M	Buy	60,122 +8,166	+16%	+$190K	0.29%	66
2024 Q3	$1.22M	Buy	51,956 +12,421	+31%	+$287K	0.26%	68
2024 Q2	$906K	Buy	39,535 +7,664	+24%	+$175K	0.2%	75
2024 Q1	$735K	Buy	31,871 +102	+0.3%	+$2.34K	0.17%	92
2023 Q4	$728K	Buy	31,769 +8,321	+35%	+$188K	0.18%	84
2023 Q3	$528K	Buy	23,448 +2,051	+10%	+$46.4K	0.14%	88
2023 Q2	$487K	Sell	21,397 -3,595	-14%	-$81.1K	0.13%	97
2023 Q1	$570K	Buy	24,992 +4,111	+20%	+$93.1K	0.16%	84
2022 Q4	$467K	Buy	+20,881	New	+$466K	0.15%	94

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