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

Pure Financial 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
2026
Q2 		$207K Sell
9,157
-435
-5% -$9.9K ﹤0.01% 603
2026
Q1 		$220K Hold
9,592
– – ﹤0.01% 525
2025
Q4 		$221K Buy
+9,592
New +$223K ﹤0.01% 490

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Pure Financial Advisors's IBHF Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 4.5% in Q2 2026, selling an estimated $9.9K and leaving 9,157 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Pure Financial Advisors first reported a position in IBHF in Q4 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Pure Financial Advisors held 9,157 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $207K as of Q2 2026.
  • Pure Financial Advisors sold 435 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $9.9K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #603 holding.
  • Pure Financial Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Pure Financial Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $221K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.