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 Q2	$7.25K	Buy	+320	New	+$7.28K	﹤0.01%	1144

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

JFS Wealth Advisors's IBHF Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026: 320 shares worth $7.25K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings.

172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

JFS Wealth Advisors held 320 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $7.25K as of Q2 2026.
iShares iBonds 2026 Term High Yield and Income ETF was a new JFS Wealth Advisors position in Q2 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1144 holding.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.