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 Q2	$1.56M	Sell	69,045 -261,546	-79%	-$5.95M	0.03%	491
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 $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

Mutual Advisors's IBHF Position: Q2 2026 in Review

Mutual Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 79% in Q2 2026, selling an estimated $5.95M and leaving 69,045 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #491.

Mutual Advisors first reported a position in IBHF in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.59M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Mutual Advisors held 69,045 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.56M as of Q2 2026.
Mutual Advisors sold 261,546 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.95M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #491 holding.
Mutual Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
Mutual Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $7.59M in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.