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

Madden Advisory Services’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 Q2	$955K	Buy	42,174 +971	+2%	+$22.1K	0.34%	60
2026 Q1	$946K	Buy	41,203 +12,778	+45%	+$294K	0.37%	57
2025 Q4	$656K	Buy	28,425 +476	+2%	+$11K	0.26%	68
2025 Q3	$654K	Buy	27,949 +2,099	+8%	+$48.8K	0.25%	67
2025 Q2	$600K	Buy	25,850 +2,907	+13%	+$67K	0.26%	65
2025 Q1	$533K	Buy	22,943 +1,282	+6%	+$29.8K	0.25%	69
2024 Q4	$501K	Buy	+21,661	New	+$503K	0.23%	67

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

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

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Madden Advisory Services's IBHF Position: Q2 2026 in Review

Madden Advisory Services increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 2.4% in Q2 2026, buying an estimated $22.1K and bringing the position to 42,174 shares worth $955K. The position accounts for 0.34% of the portfolio, ranked #60.

Madden Advisory Services first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Madden Advisory Services held 42,174 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $955K as of Q2 2026.
Madden Advisory Services bought 971 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $22.1K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.34% of Madden Advisory Services's portfolio in Q2 2026, its #60 holding.
Madden Advisory Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.