Quad-Cities Investment Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Quad-Cities Investment 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	$555K	Sell	24,500 -14,584	-37%	-$332K	0.2%	111
2026 Q1	$897K	Sell	39,084 -8,138	-17%	-$187K	0.36%	67
2025 Q4	$1.09M	Buy	47,222 +4,943	+12%	+$115K	0.45%	53
2025 Q3	$989K	Buy	42,279 +4,377	+12%	+$102K	0.42%	57
2025 Q2	$880K	Buy	37,902 +13,774	+57%	+$318K	0.4%	58
2025 Q1	$560K	Buy	24,128 +7,669	+47%	+$179K	0.28%	79
2024 Q4	$381K	Buy	16,459 +1,946	+13%	+$45.2K	0.19%	110
2024 Q3	$340K	Buy	14,513 +370	+3%	+$8.54K	0.17%	123
2024 Q2	$324K	Buy	14,143 +3,449	+32%	+$78.8K	0.18%	125
2024 Q1	$247K	Sell	10,694 -220	-2%	-$5.05K	0.14%	148
2023 Q4	$250K	Buy	+10,914	New	+$246K	0.15%	143

Other funds holding IBHF

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return