Segment Wealth Management’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Segment Wealth Management’s Portfolio IBHK Stock Details IBHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Buy	10,340 +1,190	+13%	+$30.6K	0.01%	283
2026 Q1	$233K	Buy	+9,150	New	+$236K	0.01%	290

Other funds holding IBHK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Segment Wealth Management's IBHK Position: Q2 2026 in Review

Segment Wealth Management increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 13% in Q2 2026, buying an estimated $30.6K and bringing the position to 10,340 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #283.

Segment Wealth Management first reported a position in IBHK in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

Segment Wealth Management held 10,340 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $266K as of Q2 2026.
Segment Wealth Management bought 1,190 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $30.6K.
iShares iBonds 2031 Term High Yield and Income ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #283 holding.
Segment Wealth Management first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.