Lloyd 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
Q2
Sell
-366
Closed -$8.39K 798
2026
Q1
$8.39K Buy
+366
New +$8.43K ﹤0.01% 497

Other funds holding IBHF

Lloyd Advisory Services's IBHF Position: Q2 2026 in Review

Lloyd Advisory Services sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 366 shares — an estimated $8.39K sold.

Lloyd Advisory Services first reported a position in IBHF in Q1 2026 and held it in 1 quarter. The position peaked at $8.39K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Lloyd Advisory Services reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 366 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $8.39K.
  • Lloyd Advisory Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $8.39K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.