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

MTM Financial 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
2025 Q2	–	Sell	-34,922	Closed	-$811K	–	81
2025 Q1	$811K	Buy	34,922 +375	+1%	+$8.73K	0.47%	40
2024 Q4	$800K	Buy	34,547 +780	+2%	+$18.1K	0.48%	37
2024 Q3	$790K	Buy	33,767 +22,858	+210%	+$528K	0.48%	37
2024 Q2	$250K	Buy	10,909 +203	+2%	+$4.64K	0.16%	59
2024 Q1	$247K	Buy	+10,706	New	+$246K	0.16%	59

Other funds holding IBHF

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

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

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

LIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

MTM Financial Group's IBHF Position: Q2 2025 in Review

MTM Financial Group sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2025, closing a stake of 34,922 shares — an estimated $811K sold.

MTM Financial Group first reported a position in IBHF in Q1 2024 and held it in 5 quarters. The position peaked at $811K in Q1 2025. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

MTM Financial Group reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
MTM Financial Group sold 34,922 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $811K.
MTM Financial Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and held it in 5 quarters.
MTM Financial Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $811K 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 MTM Financial Group's 13F filing for Q2 2025, filed 23 Jun 2026.