KF
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Krilogy Financial's IBHF Position: Q1 2026 in Review

Krilogy Financial reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.43% in Q1 2026, selling an estimated $15.5K and leaving 155,375 shares worth $3.56M. The position accounts for 0.11% of the portfolio, ranked #151.

Krilogy Financial first reported a position in IBHF in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.61M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Krilogy Financial held 155,375 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $3.56M as of Q1 2026.
  • Krilogy Financial sold 671 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $15.5K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.11% of Krilogy Financial's portfolio in Q1 2026, its #151 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 7 quarters since.
  • Krilogy Financial's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $3.61M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.