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

Siligmueller & Norvid 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
2025
Q3 		$547K Buy
+23,373
New +$544K 0.25% 78

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IBHF Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2025: 23,373 shares worth $547K. The stake represents 0.25% of the portfolio and ranks #78 among its holdings.

158 funds tracked by Wall St. Rank hold IBHF as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 23,373 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $547K as of Q3 2025.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.25% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #78 holding.
  • 158 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.