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

Prospera Financial 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	$258K	Buy	11,401 +1,024	+10%	+$23.3K	﹤0.01%	1293
2026 Q1	$238K	Buy	10,377 +1,625	+19%	+$37.4K	﹤0.01%	1290
2025 Q4	$202K	Sell	8,752 -315	-3%	-$7.31K	﹤0.01%	1299
2025 Q3	$212K	Hold	9,067	–	–	﹤0.01%	1286
2025 Q2	$211K	Buy	+9,067	New	+$209K	﹤0.01%	1236

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

Prospera Financial Services's IBHF Position: Q2 2026 in Review

Prospera Financial Services increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 9.9% in Q2 2026, buying an estimated $23.3K and bringing the position to 11,401 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Prospera Financial Services first reported a position in IBHF in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Prospera Financial Services held 11,401 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $258K as of Q2 2026.
Prospera Financial Services bought 1,024 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $23.3K.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1293 holding.
Prospera Financial Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.