Robertson Stephens Wealth Management
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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
Q3 		$293K Sell
13,001
-500
-4% -$11.3K 0.01% 521
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return
Cornerstone Planning
Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.8B AUM 20.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Robertson Stephens Wealth Management's IBHF Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 3.7% in Q3 2026, selling an estimated $11.3K and leaving 13,001 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #521.

Robertson Stephens Wealth Management first reported a position in IBHF in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.28M in Q4 2022. 147 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

  • Robertson Stephens Wealth Management held 13,001 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $293K as of Q3 2026.
  • Robertson Stephens Wealth Management sold 500 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $11.3K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #521 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 16 quarters since.
  • Robertson Stephens Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $5.28M in Q4 2022.
  • 147 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.