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

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.46B AUM 38.2% 1-Year Est. Return

BFCFSI

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return

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. 34 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.
34 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.