KTM
IBHK

Keeler Thomas Management’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Keeler Thomas Management’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
Q2 		$344K Sell
13,335
-24,968
-65% -$641K 0.12% 114
2026
Q1 		$975K Sell
38,303
-59,152
-61% -$1.53M 0.41% 72
2025
Q4 		$2.52M Buy
97,455
+3,810
+4% +$98.5K 1.2% 21
2025
Q3 		$2.44M Buy
93,645
+2,086
+2% +$54K 1% 27
2025
Q2 		$2.38M Buy
91,559
+11,088
+14% +$281K 1.02% 21
2025
Q1 		$2.05M Buy
+80,471
New +$2.06M 1% 31

Other funds holding IBHK

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Keeler Thomas Management's IBHK Position: Q2 2026 in Review

Keeler Thomas Management reduced its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 65% in Q2 2026, selling an estimated $641K and leaving 13,335 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #114.

Keeler Thomas Management first reported a position in IBHK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.52M in Q4 2025. 13 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Keeler Thomas Management held 13,335 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $344K as of Q2 2026.
  • Keeler Thomas Management sold 24,968 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $641K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up 0.12% of Keeler Thomas Management's portfolio in Q2 2026, its #114 holding.
  • Keeler Thomas Management first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Keeler Thomas Management's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $2.52M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.