M3 Advisory Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

M3 Advisory Group’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	$215K	Buy	9,374 +13	+0.1%	+$299	0.13%	137
2025 Q4	$216K	Buy	9,361 +28	+0.3%	+$650	0.13%	133
2025 Q3	$218K	Buy	9,333 +20	+0.2%	+$465	0.14%	138
2025 Q2	$216K	Buy	9,313 +20	+0.2%	+$461	0.15%	133
2025 Q1	$216K	Sell	9,293 -4,331	-32%	-$101K	0.17%	124
2024 Q4	$315K	Buy	13,624 +40	+0.3%	+$930	0.23%	94
2024 Q3	$318K	Sell	13,584 -15,921	-54%	-$367K	0.23%	99
2024 Q2	$676K	Buy	29,505 +608	+2%	+$13.9K	0.56%	40
2024 Q1	$666K	Buy	+28,897	New	+$663K	0.6%	34

Other funds holding IBHF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M3 Advisory Group's IBHF Position: Q1 2026 in Review

M3 Advisory Group increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.14% in Q1 2026, buying an estimated $299 and bringing the position to 9,374 shares worth $215K. The position accounts for 0.13% of the portfolio, ranked #137.

M3 Advisory Group first reported a position in IBHF in Q1 2024 and has held it in 9 quarters since. The position peaked at $676K in Q2 2024. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

M3 Advisory Group held 9,374 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $215K as of Q1 2026.
M3 Advisory Group bought 13 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $299.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.13% of M3 Advisory Group's portfolio in Q1 2026, its #137 holding.
M3 Advisory Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and has held it in 9 quarters since.
M3 Advisory Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $676K in Q2 2024.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.