Robertson Stephens Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Robertson Stephens Wealth Management’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	$306K	Sell	13,501 -8,128	-38%	-$185K	0.01%	517
2026 Q1	$496K	Sell	21,629 -1,861	-8%	-$42.9K	0.01%	422
2025 Q4	$542K	Hold	23,490	–	–	0.01%	409
2025 Q3	$549K	Buy	23,490 +1,880	+9%	+$43.7K	0.02%	339
2025 Q2	$502K	Buy	21,610 +6,213	+40%	+$143K	0.02%	364
2025 Q1	$358K	Sell	15,397 -7,521	-33%	-$175K	0.01%	422
2024 Q4	$531K	Sell	22,918 -19,727	-46%	-$458K	0.02%	348
2024 Q3	$998K	Sell	42,645 -4,277	-9%	-$98.7K	0.04%	284
2024 Q2	$1.07M	Sell	46,922 -70,065	-60%	-$1.6M	0.05%	219
2024 Q1	$2.7M	Buy	116,987 +6,667	+6%	+$153K	0.14%	122
2023 Q4	$2.53M	Sell	110,320 -6,908	-6%	-$156K	0.15%	122
2023 Q3	$2.64M	Sell	117,228 -72,260	-38%	-$1.64M	0.18%	119
2023 Q2	$4.31M	Sell	189,488 -18,972	-9%	-$428K	0.31%	73
2023 Q1	$4.75M	Sell	208,460 -27,641	-12%	-$626K	0.37%	58
2022 Q4	$5.28M	Buy	+236,101	New	+$5.27M	0.51%	45

Other funds holding IBHF

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $432M AUM

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

DWA

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Robertson Stephens Wealth Management's IBHF Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 38% in Q2 2026, selling an estimated $185K and leaving 13,501 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #517.

Robertson Stephens Wealth Management first reported a position in IBHF in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.28M in Q4 2022. 73 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Robertson Stephens Wealth Management held 13,501 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $306K as of Q2 2026.
Robertson Stephens Wealth Management sold 8,128 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $185K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #517 holding.
Robertson Stephens Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2022 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $5.28M in Q4 2022.
73 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.