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Mayflower Financial Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Mayflower Financial Advisors’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 		$317K Hold
13,993
– – 0.03% 368
2026
Q1 		$321K Hold
13,993
– – 0.04% 337
2025
Q4 		$323K Buy
+13,993
New +$325K 0.04% 329

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MAWAG
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CP
Cornerstone Planning Charlotte, North Carolina $432M AUM
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $369M AUM 26.67% 1-Year Est. Return

Mayflower Financial Advisors's IBHF Position: Q2 2026 in Review

Mayflower Financial Advisors held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q2 2026 at 13,993 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #368.

Mayflower Financial Advisors first reported a position in IBHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $323K in Q4 2025. 106 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Mayflower Financial Advisors held 13,993 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $317K as of Q2 2026.
  • Mayflower Financial Advisors left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #368 holding.
  • Mayflower Financial Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Mayflower Financial Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $323K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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