PA
IBHF icon

PSI Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

PSI Advisors’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
2025
Q2 		– Sell
-2,605
Closed -$60.5K – 353
2025
Q1 		$60.5K Hold
2,605
– – 0.02% 221
2024
Q4 		$60.3K Hold
2,605
– – 0.02% 245
2024
Q3 		$61K Buy
2,605
+1,190
+84% +$27.5K 0.02% 246
2024
Q2 		$32.4K Buy
1,415
+525
+59% +$12K 0.01% 323
2024
Q1 		$20.5K Hold
890
– – 0.01% 396
2023
Q4 		$20.4K Hold
890
– – 0.01% 412
2023
Q3 		$20.1K Buy
+890
New +$20.1K 0.01% 388

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors's IBHF Position: Q2 2025 in Review

PSI Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2025, closing a stake of 2,605 shares — an estimated $60.5K sold.

PSI Advisors first reported a position in IBHF in Q3 2023 and held it in 7 quarters. The position peaked at $61K in Q3 2024. 138 funds tracked by Wall St. Rank hold IBHF as of Q2 2025.

  • PSI Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2,605 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2025, an estimated $60.5K.
  • PSI Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and held it in 7 quarters.
  • PSI Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $61K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.