Level Four Advisory Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$226K Buy
9,853
+15
+0.2% +$345 0.01% 795
2025
Q4
$227K Buy
+9,838
New +$228K 0.01% 768

Other funds holding IBHF

Level Four Advisory Services's IBHF Position: Q1 2026 in Review

Level Four Advisory Services increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.15% in Q1 2026, buying an estimated $345 and bringing the position to 9,853 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #795.

Level Four Advisory Services first reported a position in IBHF in Q4 2025 and has held it in 2 quarters since. The position peaked at $227K in Q4 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Level Four Advisory Services held 9,853 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $226K as of Q1 2026.
  • Level Four Advisory Services bought 15 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $345.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #795 holding.
  • Level Four Advisory Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Level Four Advisory Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $227K 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 Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.