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 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

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

Krilogy Financial's IBHF Position: Q2 2026 in Review

Krilogy Financial increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 5.9% in Q2 2026, buying an estimated $208K and bringing the position to 164,498 shares worth $3.73M. The position accounts for 0.11% of the portfolio, ranked #156.

Krilogy Financial first reported a position in IBHF in Q2 2024 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Krilogy Financial held 164,498 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $3.73M as of Q2 2026.
Krilogy Financial bought 9,123 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $208K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.11% of Krilogy Financial's portfolio in Q2 2026, its #156 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 8 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.