LPL Financial
IBHF icon

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
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
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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LPL Financial's IBHF Position: Q1 2026 in Review

LPL Financial increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 9% in Q1 2026, buying an estimated $3.87M and bringing the position to 2,045,407 shares worth $46.9M. The position accounts for 0.01% of the portfolio, ranked #954.

LPL Financial first reported a position in IBHF in Q2 2022 and has held it in 16 quarters since. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • LPL Financial held 2,045,407 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $46.9M as of Q1 2026.
  • LPL Financial bought 168,193 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $3.87M.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #954 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 16 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.