Mid-American Wealth Advisory Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Mid-American Wealth 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	$21.7M	Hold	938,450	–	–	9.15%	3
2025 Q4	$21.7M	Buy	938,450 +283,435	+43%	+$6.58M	9.15%	3
2025 Q3	$15.3M	Buy	655,015 +56,668	+9%	+$1.32M	6.84%	4
2025 Q2	$13.9M	Buy	598,347 +160,160	+37%	+$3.69M	6.61%	4
2025 Q1	$10.2M	Buy	438,187 +86,288	+25%	+$2.01M	5.46%	4
2024 Q4	$8.15M	Buy	351,899 +127,831	+57%	+$2.97M	4.79%	6
2024 Q3	$5.25M	Buy	224,068 +84,844	+61%	+$1.96M	3.29%	8
2024 Q2	$3.19M	Buy	139,224 +66,670	+92%	+$1.52M	2.04%	16
2024 Q1	$1.67M	Buy	72,554 +59,460	+454%	+$1.36M	1.13%	20
2023 Q4	$300K	Buy	+13,094	New	+$295K	0.22%	33

Other funds holding IBHF

LPL Financial San Diego, California $376B 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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

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

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return