Seaview Investment Managers’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Seaview Investment Managers’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
2025 Q1	–	Sell	-32,058	Closed	-$742K	–	136
2024 Q4	$742K	Buy	32,058 +10,207	+47%	+$237K	0.21%	47
2024 Q3	$512K	Buy	21,851 +7,063	+48%	+$163K	0.15%	50
2024 Q2	$339K	Buy	14,788 +218	+1%	+$4.98K	0.1%	54
2024 Q1	$336K	Buy	+14,570	New	+$334K	0.1%	56

Other funds holding IBHF

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

LIA

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

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

Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return

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

Seaview Investment Managers's IBHF Position: Q1 2025 in Review

Seaview Investment Managers sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2025, closing a stake of 32,058 shares — an estimated $742K sold.

Seaview Investment Managers first reported a position in IBHF in Q1 2024 and held it in 4 quarters. The position peaked at $742K in Q4 2024. 135 funds tracked by Wall St. Rank hold IBHF as of Q1 2025.

Seaview Investment Managers reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
Seaview Investment Managers sold 32,058 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2025, an estimated $742K.
Seaview Investment Managers first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and held it in 4 quarters.
Seaview Investment Managers's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $742K in Q4 2024.
135 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2025.

Based on Seaview Investment Managers's 13F filing for Q1 2025, filed 13 May 2025.