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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAWAG

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

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Scissortail Wealth Management's IBHF Position: Q1 2026 in Review

Scissortail Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 17% in Q1 2026, buying an estimated $566K and bringing the position to 172,807 shares worth $3.97M. The position accounts for 0.8% of the portfolio, ranked #41.

Scissortail Wealth Management first reported a position in IBHF in Q3 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Scissortail Wealth Management held 172,807 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $3.97M as of Q1 2026.
Scissortail Wealth Management bought 24,585 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $566K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.8% of Scissortail Wealth Management's portfolio in Q1 2026, its #41 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 11 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.