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
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 $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

LPL Financial's IBHK Position: Q1 2026 in Review

LPL Financial increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 511% in Q1 2026, buying an estimated $1.26M and bringing the position to 58,456 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3791.

LPL Financial first reported a position in IBHK in Q3 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

  • LPL Financial held 58,456 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $1.49M as of Q1 2026.
  • LPL Financial bought 48,886 iShares iBonds 2031 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.26M.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3791 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 3 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q1 2026.

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