RA
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Ruggaard & Associates’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Ruggaard & Associates’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
Q1 		$12.1M Buy
528,264
+3,998
+0.8% +$92.1K 4.8% 4
2025
Q4 		$12.1M Sell
524,266
-59,640
-10% -$1.38M 4.76% 5
2025
Q3 		$13.7M Buy
583,906
+9,384
+2% +$218K 5.11% 5
2025
Q2 		$13.3M Sell
574,522
-12,709
-2% -$293K 5.36% 6
2025
Q1 		$13.6M Buy
587,231
+6,590
+1% +$153K 5.97% 4
2024
Q4 		$13.4M Buy
580,641
+5,153
+0.9% +$120K 5.9% 4
2024
Q3 		$13.5M Buy
575,488
+11,048
+2% +$255K 5.86% 4
2024
Q2 		$12.9M Buy
564,440
+2,466
+0.4% +$56.4K 5.98% 3
2024
Q1 		$13M Buy
561,974
+14,470
+3% +$332K 6.16% 3
2023
Q4 		$12.5M Buy
+547,504
New +$12.3M 6.64% 3

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return