Koshinski Asset Management
IBHF icon

Koshinski Asset Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Koshinski Asset Management’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 		$690K Buy
30,443
+220
+0.7% +$5.01K 0.04% 380
2026
Q1 		$694K Buy
30,223
+258
+0.9% +$5.94K 0.04% 351
2025
Q4 		$692K Buy
29,965
+3,503
+13% +$81.3K 0.04% 339
2025
Q3 		$619K Buy
26,462
+4,334
+20% +$101K 0.04% 369
2025
Q2 		$514K Buy
+22,128
New +$510K 0.04% 392

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Koshinski Asset Management's IBHF Position: Q2 2026 in Review

Koshinski Asset Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.73% in Q2 2026, buying an estimated $5.01K and bringing the position to 30,443 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #380.

Koshinski Asset Management first reported a position in IBHF in Q2 2025 and has held it in 5 quarters since. The position peaked at $694K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Koshinski Asset Management held 30,443 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $690K as of Q2 2026.
  • Koshinski Asset Management bought 220 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.01K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #380 holding.
  • Koshinski Asset Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Koshinski Asset Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $694K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.