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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.5M Sell
463,778
-474,672
-51% -$10.8M 3.8% 7
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

Mid-American Wealth Advisory Group's IBHF Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 51% in Q2 2026, selling an estimated $10.8M and leaving 463,778 shares worth $10.5M. The position accounts for 3.8% of the portfolio, ranked #7.

Mid-American Wealth Advisory Group first reported a position in IBHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.7M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Mid-American Wealth Advisory Group held 463,778 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $10.5M as of Q2 2026.
  • Mid-American Wealth Advisory Group sold 474,672 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $10.8M.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 3.8% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #7 holding.
  • Mid-American Wealth Advisory Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Mid-American Wealth Advisory Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $21.7M in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.