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PFG Investments’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-14,882
Closed -$343K – 1009
2024
Q1 		$343K Buy
+14,882
New +$341K 0.02% 686

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFG Investments's IBHF Position: Q2 2024 in Review

PFG Investments sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2024, closing a stake of 14,882 shares — an estimated $343K sold.

PFG Investments first reported a position in IBHF in Q1 2024 and held it in 1 quarter. The position peaked at $343K in Q1 2024. 84 funds tracked by Wall St. Rank hold IBHF as of Q2 2024.

  • PFG Investments reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 14,882 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2024, an estimated $343K.
  • PFG Investments first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $343K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.