Moisand Fitzgerald Tamayo’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Moisand Fitzgerald Tamayo’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	$23	Hold	1	–	–	﹤0.01%	534
2026 Q1	$23	Hold	1	–	–	﹤0.01%	514
2025 Q4	$24	Hold	1	–	–	﹤0.01%	514
2025 Q3	$24	Hold	1	–	–	﹤0.01%	575
2025 Q2	$24	Hold	1	–	–	﹤0.01%	579
2025 Q1	$24	Hold	1	–	–	﹤0.01%	587
2024 Q4	$24	Hold	1	–	–	﹤0.01%	596
2024 Q3	$24	Hold	1	–	–	﹤0.01%	616
2024 Q2	$23	Hold	1	–	–	﹤0.01%	592
2024 Q1	$24	Hold	1	–	–	﹤0.01%	573
2023 Q4	$23	Hold	1	–	–	﹤0.01%	649
2023 Q3	$23	Hold	1	–	–	﹤0.01%	758
2023 Q2	$23	Hold	1	–	–	﹤0.01%	746
2023 Q1	$23	Hold	1	–	–	﹤0.01%	777
2022 Q4	$22	Hold	1	–	–	﹤0.01%	765
2022 Q3	$0	Hold	1	–	–	﹤0.01%	775
2022 Q2	$0	Buy	+1	New	+$23	﹤0.01%	632
2022 Q1	–	Sell	-1	Closed	–	–	571
2021 Q4	$0	Hold	1	–	–	﹤0.01%	398
2021 Q3	$0	Buy	+1	New	+$26	﹤0.01%	388

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IBHF Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q2 2026 at 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Moisand Fitzgerald Tamayo first reported a position in IBHF in Q3 2021 and has held it in 19 quarters since. The position peaked at $24 in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Moisand Fitzgerald Tamayo held 1 share of iShares iBonds 2026 Term High Yield and Income ETF worth $23 as of Q2 2026.
Moisand Fitzgerald Tamayo 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 ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #534 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2021 and has held it in 19 quarters since.
Moisand Fitzgerald Tamayo's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $24 in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.