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

MML Investors 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
2025
Q2 		– Sell
-10,939
Closed -$254K – 2839
2025
Q1 		$254K Buy
+10,939
New +$255K ﹤0.01% 2402

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services's IBHF Position: Q2 2025 in Review

MML Investors Services sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2025, closing a stake of 10,939 shares — an estimated $254K sold.

MML Investors Services first reported a position in IBHF in Q1 2025 and held it in 1 quarter. The position peaked at $254K in Q1 2025. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

  • MML Investors Services reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 10,939 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $254K.
  • MML Investors Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and held it in 1 quarter.
  • MML Investors Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $254K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.