Krilogy Financial’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Krilogy Financial’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	$3.74M	Buy	166,481 +1,983	+1%	+$44.7K	0.1%	159
2026 Q2	$3.73M	Buy	164,498 +9,123	+6%	+$208K	0.11%	156
2026 Q1	$3.56M	Sell	155,375 -671	-0.4%	-$15.5K	0.11%	151
2025 Q4	$3.61M	Buy	156,046 +81,074	+108%	+$1.88M	0.12%	140
2025 Q3	$1.74M	Buy	74,972 +2,331	+3%	+$54.2K	0.07%	214
2025 Q2	$1.69M	Sell	72,641 -1,984	-3%	-$45.8K	0.1%	146
2025 Q1	$1.73M	Buy	74,625 +2,465	+3%	+$57.4K	0.11%	136
2024 Q4	$1.67M	Buy	+72,160	New	+$1.68M	0.11%	131
2024 Q3	–	Sell	-44,974	Closed	-$1.03M	–	220
2024 Q2	$1.03M	Buy	+44,974	New	+$1.03M	0.08%	162

Other funds holding IBHF

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

CSA

Cottage Street Advisors Marion, Massachusetts $261M AUM 23.1% 1-Year Est. Return

Krilogy Financial's IBHF Position: Q3 2026 in Review

Krilogy Financial increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.2% in Q3 2026, buying an estimated $44.7K and bringing the position to 166,481 shares worth $3.74M. The position accounts for 0.1% of the portfolio, ranked #159.

Krilogy Financial first reported a position in IBHF in Q2 2024 and has held it in 9 quarters since. 33 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Krilogy Financial held 166,481 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $3.74M as of Q3 2026.
Krilogy Financial bought 1,983 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $44.7K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.1% of Krilogy Financial's portfolio in Q3 2026, its #159 holding.
Krilogy Financial first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
33 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.