MFG
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Magnus Financial Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Magnus Financial 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
Q2 		$578K Buy
25,515
+1,871
+8% +$42.6K 0.04% 221
2026
Q1 		$543K Buy
+23,644
New +$544K 0.04% 217

Other funds holding IBHF

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Magnus Financial Group's IBHF Position: Q2 2026 in Review

Magnus Financial Group increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 7.9% in Q2 2026, buying an estimated $42.6K and bringing the position to 25,515 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #221.

Magnus Financial Group first reported a position in IBHF in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Magnus Financial Group held 25,515 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $578K as of Q2 2026.
  • Magnus Financial Group bought 1,871 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $42.6K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #221 holding.
  • Magnus Financial Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.