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

Montis Financial’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 		$567K Sell
24,705
-7,148
-22% -$165K 0.12% 86
2025
Q4 		$735K Sell
31,853
-664
-2% -$15.4K 0.15% 75
2025
Q3 		$761K Buy
+32,517
New +$756K 0.18% 78

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
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

Montis Financial's IBHF Position: Q1 2026 in Review

Montis Financial reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 22% in Q1 2026, selling an estimated $165K and leaving 24,705 shares worth $567K. The position accounts for 0.12% of the portfolio, ranked #86.

Montis Financial first reported a position in IBHF in Q3 2025 and has held it in 3 quarters since. The position peaked at $761K in Q3 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Montis Financial held 24,705 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $567K as of Q1 2026.
  • Montis Financial sold 7,148 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $165K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.12% of Montis Financial's portfolio in Q1 2026, its #86 holding.
  • Montis Financial first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Montis Financial's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $761K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.