Mutual Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Mutual Advisors’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	$7.59M	Buy	330,591 +26,711	+9%	+$615K	0.16%	122
2025 Q4	$7.01M	Buy	303,880 +1,260	+0.4%	+$29.2K	0.15%	136
2025 Q3	$7.06M	Buy	302,620 +30,640	+11%	+$713K	0.16%	137
2025 Q2	$6.32M	Buy	271,980 +8,305	+3%	+$192K	0.16%	141
2025 Q1	$6.11M	Buy	263,675 +38,899	+17%	+$905K	0.17%	118
2024 Q4	$5.24M	Buy	224,776 +23,954	+12%	+$557K	0.15%	129
2024 Q3	$4.68M	Buy	200,822 +10,920	+6%	+$252K	0.14%	142
2024 Q2	$4.38M	Buy	189,902 +28,180	+17%	+$644K	0.13%	154
2024 Q1	$3.73M	Buy	+161,722	New	+$3.71M	0.12%	162

Other funds holding IBHF

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

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