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

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

Quad-Cities Investment Group's IBHF Position: Q2 2026 in Review

Quad-Cities Investment Group reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 37% in Q2 2026, selling an estimated $332K and leaving 24,500 shares worth $555K. The position accounts for 0.2% of the portfolio, ranked #111.

Quad-Cities Investment Group first reported a position in IBHF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Quad-Cities Investment Group held 24,500 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $555K as of Q2 2026.
Quad-Cities Investment Group sold 14,584 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $332K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.2% of Quad-Cities Investment Group's portfolio in Q2 2026, its #111 holding.
Quad-Cities Investment Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
Quad-Cities Investment Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.09M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.