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

LPL 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	$50.5M	Buy	2,228,248 +182,841	+9%	+$4.16M	0.01%	1000
2026 Q1	$46.9M	Buy	2,045,407 +168,193	+9%	+$3.87M	0.01%	954
2025 Q4	$43.3M	Buy	1,877,214 +424,903	+29%	+$9.86M	0.01%	940
2025 Q3	$34M	Buy	1,452,311 +718,365	+98%	+$16.7M	0.01%	1035
2025 Q2	$17M	Buy	733,946 +191,647	+35%	+$4.42M	0.01%	1367
2025 Q1	$12.6M	Buy	542,299 +130,384	+32%	+$3.03M	﹤0.01%	1446
2024 Q4	$9.54M	Sell	411,915 -52,850	-11%	-$1.23M	﹤0.01%	1583
2024 Q3	$10.9M	Buy	464,765 +151,392	+48%	+$3.49M	﹤0.01%	1409
2024 Q2	$7.18M	Buy	313,373 +126,118	+67%	+$2.88M	﹤0.01%	1588
2024 Q1	$4.32M	Buy	187,255 +29,367	+19%	+$674K	﹤0.01%	1903
2023 Q4	$3.62M	Buy	157,888 +25,246	+19%	+$569K	﹤0.01%	1915
2023 Q3	$2.99M	Buy	132,642 +16,152	+14%	+$366K	﹤0.01%	1965
2023 Q2	$2.65M	Buy	116,490 +25,237	+28%	+$569K	﹤0.01%	2014
2023 Q1	$2.08M	Buy	91,253 +7,349	+9%	+$167K	﹤0.01%	2112
2022 Q4	$1.88M	Buy	83,904 +60,532	+259%	+$1.35M	﹤0.01%	2115
2022 Q3	$511K	Buy	23,372 +11,786	+102%	+$267K	﹤0.01%	3134
2022 Q2	$257K	Buy	+11,586	New	+$270K	﹤0.01%	3746

Other funds holding IBHF

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial's IBHF Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 8.9% in Q2 2026, buying an estimated $4.16M and bringing the position to 2,228,248 shares worth $50.5M. The position accounts for 0.01% of the portfolio, ranked #1000.

LPL Financial first reported a position in IBHF in Q2 2022 and has held it in 17 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

LPL Financial held 2,228,248 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $50.5M as of Q2 2026.
LPL Financial bought 182,841 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $4.16M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1000 holding.
LPL Financial first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2022 and has held it in 17 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.