PCS
IBHF icon

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

Private Client Services’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 		$2.33M Sell
102,734
-315,542
-75% -$7.18M 0.61% 39
2026
Q1 		$9.6M Buy
418,276
+149,555
+56% +$3.44M 2.87% 4
2025
Q4 		$6.2M Buy
268,721
+7,380
+3% +$171K 1.94% 12
2025
Q3 		$6.11M Buy
261,341
+132,301
+103% +$3.08M 2.05% 11
2025
Q2 		$3M Sell
129,040
-6,734
-5% -$155K 1.17% 23
2025
Q1 		$3.15M Sell
135,774
-1,480
-1% -$34.5K 1.56% 14
2024
Q4 		$3.18M Buy
137,254
+5,700
+4% +$132K 1.71% 13
2024
Q3 		$3.08M Buy
131,554
+8,912
+7% +$206K 1.66% 15
2024
Q2 		$2.81M Buy
122,642
+1,209
+1% +$27.6K 1.76% 14
2024
Q1 		$2.8M Buy
121,433
+43,842
+57% +$1.01M 1.88% 17
2023
Q4 		$1.78M Buy
+77,591
New +$1.75M 1.46% 18

Other funds holding IBHF

DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
3FI
3 Factor Indexing Sacramento, California $118M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return