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 Q2	$2.93M	Sell	129,436 -556,123	-81%	-$12.7M	0.01%	848
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 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

Private Advisor Group's IBHF Position: Q2 2026 in Review

Private Advisor Group reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 81% in Q2 2026, selling an estimated $12.7M and leaving 129,436 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #848.

Private Advisor Group first reported a position in IBHF in Q2 2024 and has held it in 9 quarters since. The position peaked at $30.4M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Private Advisor Group held 129,436 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.93M as of Q2 2026.
Private Advisor Group sold 556,123 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $12.7M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #848 holding.
Private Advisor Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
Private Advisor Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $30.4M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.