PAG
IBHF icon

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

Private Advisor 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
2026
Q1 		$15.7M Sell
685,559
-630,973
-48% -$14.5M 0.07% 284
2025
Q4 		$30.4M Buy
1,316,532
+120,225
+10% +$2.79M 0.14% 149
2025
Q3 		$28M Buy
1,196,307
+79,208
+7% +$1.84M 0.14% 154
2025
Q2 		$26M Buy
1,117,099
+96,932
+10% +$2.24M 0.14% 150
2025
Q1 		$23.7M Buy
1,020,167
+115,317
+13% +$2.68M 0.14% 141
2024
Q4 		$20.9M Buy
904,850
+638,000
+239% +$14.8M 0.12% 160
2024
Q3 		$6.25M Buy
266,850
+195,030
+272% +$4.5M 0.04% 444
2024
Q2 		$1.65M Buy
+71,820
New +$1.64M 0.01% 934

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
SG
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