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

Sightline Wealth Advisors’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	–	Sell	-38,824	Closed	-$896K	–	94
2025 Q4	$896K	Sell	38,824 -22,009	-36%	-$511K	0.38%	41
2025 Q3	$1.42M	Sell	60,833 -8,703	-13%	-$202K	0.64%	31
2025 Q2	$1.62M	Buy	69,536 +58	+0.1%	+$1.34K	0.78%	28
2025 Q1	$1.61M	Buy	69,478 +19,748	+40%	+$460K	0.85%	25
2024 Q4	$1.15M	Buy	49,730 +1,354	+3%	+$31.5K	0.62%	33
2024 Q3	$1.13M	Buy	48,376 +16,352	+51%	+$377K	0.62%	31
2024 Q2	$734K	Buy	32,024 +9,347	+41%	+$214K	0.46%	37
2024 Q1	$523K	Buy	22,677 +465	+2%	+$10.7K	0.34%	47
2023 Q4	$509K	Buy	22,212 +6,330	+40%	+$143K	0.39%	42
2023 Q3	$358K	Buy	+15,882	New	+$359K	0.33%	48

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

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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $212M AUM 7.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sightline Wealth Advisors's IBHF Position: Q1 2026 in Review

Sightline Wealth Advisors sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2026, closing a stake of 38,824 shares — an estimated $896K sold.

Sightline Wealth Advisors first reported a position in IBHF in Q3 2023 and held it in 10 quarters. The position peaked at $1.62M in Q2 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Sightline Wealth Advisors reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
Sightline Wealth Advisors sold 38,824 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $896K.
Sightline Wealth Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and held it in 10 quarters.
Sightline Wealth Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.62M in Q2 2025.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Sightline Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.