Johnson Bixby & Associates’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Johnson Bixby & Associates’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	$342K	Buy	15,121 +94	+0.6%	+$2.14K	0.04%	101
2026 Q1	$345K	Buy	15,027 +64	+0.4%	+$1.47K	0.04%	94
2025 Q4	$345K	Buy	14,963 +140	+0.9%	+$3.25K	0.04%	91
2025 Q3	$347K	Buy	14,823 +104	+0.7%	+$2.42K	0.04%	91
2025 Q2	$342K	Buy	14,719 +297	+2%	+$6.85K	0.05%	89
2025 Q1	$335K	Buy	14,422 +2,107	+17%	+$49K	0.05%	87
2024 Q4	$285K	Buy	+12,315	New	+$286K	0.04%	97

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

Johnson Bixby & Associates's IBHF Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.63% in Q2 2026, buying an estimated $2.14K and bringing the position to 15,121 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #101.

Johnson Bixby & Associates first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $347K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Johnson Bixby & Associates held 15,121 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $342K as of Q2 2026.
Johnson Bixby & Associates bought 94 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.14K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #101 holding.
Johnson Bixby & Associates first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Johnson Bixby & Associates's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $347K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.