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

JFS Wealth 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
Q3 		– Sell
-320
Closed -$7.25K – 2255
2026
Q2 		$7.25K Buy
+320
New +$7.28K ﹤0.01% 1144

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CL
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Baltimore-Washington Financial Advisors
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Cornerstone Planning
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Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Stratos Wealth Partners
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Cetera Investment Advisers
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JFS Wealth Advisors's IBHF Position: Q3 2026 in Review

JFS Wealth Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2026, closing a stake of 320 shares — an estimated $7.25K sold.

JFS Wealth Advisors first reported a position in IBHF in Q2 2026 and held it in 1 quarter. The position peaked at $7.25K in Q2 2026. 147 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

  • JFS Wealth Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 320 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $7.25K.
  • JFS Wealth Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $7.25K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.