LPL Financial
IBHK

LPL Financial’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

LPL Financial’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Buy
75,368
+16,912
+29% +$434K ﹤0.01% 3774
2026
Q1 		$1.49M Buy
58,456
+48,886
+511% +$1.26M ﹤0.01% 3791
2025
Q4 		$247K Buy
9,570
+1,825
+24% +$47.2K ﹤0.01% 5299
2025
Q3 		$202K Buy
+7,745
New +$200K ﹤0.01% 5345

Other funds holding IBHK

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

LPL Financial's IBHK Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 29% in Q2 2026, buying an estimated $434K and bringing the position to 75,368 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #3774.

LPL Financial first reported a position in IBHK in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • LPL Financial held 75,368 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $1.94M as of Q2 2026.
  • LPL Financial bought 16,912 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $434K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3774 holding.
  • LPL Financial first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.