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

Rebalance’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	$811K	Buy	35,790 +612	+2%	+$13.9K	0.04%	69
2026 Q1	$807K	Sell	35,178 -13,076	-27%	-$301K	0.05%	63
2025 Q4	$1.11M	Buy	48,254 +1,539	+3%	+$35.7K	0.07%	60
2025 Q3	$1.09M	Buy	46,715 +3,175	+7%	+$73.8K	0.07%	61
2025 Q2	$1.01M	Buy	43,540 +594	+1%	+$13.7K	0.07%	60
2025 Q1	$997K	Buy	42,946 +20,054	+88%	+$467K	0.07%	59
2024 Q4	$530K	Buy	+22,892	New	+$532K	0.04%	65

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

Rebalance's IBHF Position: Q2 2026 in Review

Rebalance increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.7% in Q2 2026, buying an estimated $13.9K and bringing the position to 35,790 shares worth $811K. The position accounts for 0.04% of the portfolio, ranked #69.

Rebalance first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Rebalance held 35,790 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $811K as of Q2 2026.
Rebalance bought 612 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $13.9K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Rebalance's portfolio in Q2 2026, its #69 holding.
Rebalance first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Rebalance's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.11M 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 Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.