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

Littlejohn Financial Services’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	$7.41M	Sell	327,252 -270,700	-45%	-$6.16M	5.39%	2
2026 Q1	$13.7M	Sell	597,952 -6,526	-1%	-$150K	10.31%	1
2025 Q4	$14M	Buy	604,478 +14,492	+2%	+$336K	10.28%	2
2025 Q3	$13.8M	Buy	589,986 +72,692	+14%	+$1.69M	10.06%	2
2025 Q2	$12M	Buy	517,294 +205,986	+66%	+$4.75M	9.29%	2
2025 Q1	$7.23M	Sell	311,308 -3,638	-1%	-$84.7K	5.71%	2
2024 Q4	$7.29M	Buy	+314,946	New	+$7.32M	6.53%	2

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

Littlejohn Financial Services's IBHF Position: Q2 2026 in Review

Littlejohn Financial Services reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 45% in Q2 2026, selling an estimated $6.16M and leaving 327,252 shares worth $7.41M. The position accounts for 5.39% of the portfolio, ranked #2.

Littlejohn Financial Services first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $14M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Littlejohn Financial Services held 327,252 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $7.41M as of Q2 2026.
Littlejohn Financial Services sold 270,700 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $6.16M.
iShares iBonds 2026 Term High Yield and Income ETF made up 5.39% of Littlejohn Financial Services's portfolio in Q2 2026, its #2 holding.
Littlejohn Financial Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Littlejohn Financial Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $14M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.