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

Scissortail 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	$4.14M	Buy	182,741 +9,934	+6%	+$226K	0.8%	39
2026 Q1	$3.97M	Buy	172,807 +24,585	+17%	+$566K	0.8%	41
2025 Q4	$3.42M	Buy	148,222 +9,189	+7%	+$213K	0.78%	40
2025 Q3	$3.25M	Sell	139,033 -1,770	-1%	-$41.2K	0.71%	44
2025 Q2	$3.27M	Sell	140,803 -5,007	-3%	-$115K	0.79%	40
2025 Q1	$3.39M	Buy	145,810 +11,190	+8%	+$260K	0.87%	43
2024 Q4	$3.12M	Buy	134,620 +134,485	+99,619%	+$3.13M	0.8%	41
2024 Q3	$3.16M	Sell	135 -125,074	-100%	-$2.89M	0.77%	44
2024 Q2	$2.87M	Sell	125,209 -816	-0.6%	-$18.6K	0.73%	45
2024 Q1	$2.91M	Buy	126,025 +4,297	+4%	+$98.6K	0.77%	44
2023 Q4	$2.81M	Buy	121,728 +51,967	+74%	+$1.17M	0.89%	31
2023 Q3	$1.55M	Buy	+69,761	New	+$1.58M	1.22%	24

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

Scissortail Wealth Management's IBHF Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 5.7% in Q2 2026, buying an estimated $226K and bringing the position to 182,741 shares worth $4.14M. The position accounts for 0.8% of the portfolio, ranked #39.

Scissortail Wealth Management first reported a position in IBHF in Q3 2023 and has held it in 12 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Scissortail Wealth Management held 182,741 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $4.14M as of Q2 2026.
Scissortail Wealth Management bought 9,934 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $226K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.8% of Scissortail Wealth Management's portfolio in Q2 2026, its #39 holding.
Scissortail Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and has held it in 12 quarters since.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.