New England Private Wealth Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

New England Private Wealth 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	–	Sell	-9,918	Closed	-$228K	–	207
2026 Q1	$228K	Buy	9,918 +98	+1%	+$2.26K	0.03%	181
2025 Q4	$227K	Buy	9,820 +218	+2%	+$5.06K	0.03%	171
2025 Q3	$225K	Buy	9,602 +108	+1%	+$2.51K	0.03%	168
2025 Q2	$221K	Buy	9,494 +211	+2%	+$4.87K	0.03%	150
2025 Q1	$216K	Buy	9,283 +100	+1%	+$2.33K	0.03%	139
2024 Q4	$213K	Buy	+9,183	New	+$213K	0.03%	140

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

New England Private Wealth Advisors's IBHF Position: Q2 2026 in Review

New England Private Wealth Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 9,918 shares — an estimated $228K sold.

New England Private Wealth Advisors first reported a position in IBHF in Q4 2024 and held it in 6 quarters. The position peaked at $228K in Q1 2026. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

New England Private Wealth Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
New England Private Wealth Advisors sold 9,918 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $228K.
New England Private Wealth Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and held it in 6 quarters.
New England Private Wealth Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $228K in Q1 2026.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.