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

Snowden Capital 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 Q2	$409K	Sell	18,056 -8,860	-33%	-$202K	0.01%	934
2026 Q1	$618K	Sell	26,916 -867	-3%	-$20K	0.02%	703
2025 Q4	$641K	Hold	27,783	–	–	0.02%	688
2025 Q3	$650K	Sell	27,783 -1,594	-5%	-$37.1K	0.02%	673
2025 Q2	$682K	Hold	29,377	–	–	0.02%	644
2025 Q1	$682K	Sell	29,377 -215	-0.7%	-$5K	0.02%	623
2024 Q4	$685K	Sell	29,592 -136	-0.5%	-$3.16K	0.02%	644
2024 Q3	$696K	Sell	29,728 -10	-0%	-$231	0.02%	633
2024 Q2	$681K	Sell	29,738 -1,516	-5%	-$34.6K	0.02%	633
2024 Q1	$721K	Buy	31,254 +3,910	+14%	+$89.7K	0.02%	606
2023 Q4	$627K	Buy	27,344 +1,554	+6%	+$35.1K	0.02%	599
2023 Q3	$581K	Buy	25,790 +5,257	+26%	+$119K	0.02%	580
2023 Q2	$467K	Sell	20,533 -1,597	-7%	-$36K	0.02%	768
2023 Q1	$505K	Buy	22,130 +2,001	+10%	+$45.3K	0.02%	728
2022 Q4	$450K	Sell	20,129 -1,592	-7%	-$35.5K	0.02%	750
2022 Q3	$474K	Buy	21,721 +43	+0.2%	+$975	0.02%	676
2022 Q2	$480K	Buy	+21,678	New	+$505K	0.02%	654

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

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

LIA

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

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Snowden Capital Advisors's IBHF Position: Q2 2026 in Review

Snowden Capital Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 33% in Q2 2026, selling an estimated $202K and leaving 18,056 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #934.

Snowden Capital Advisors first reported a position in IBHF in Q2 2022 and has held it in 17 quarters since. The position peaked at $721K in Q1 2024. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Snowden Capital Advisors held 18,056 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $409K as of Q2 2026.
Snowden Capital Advisors sold 8,860 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $202K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #934 holding.
Snowden Capital Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2022 and has held it in 17 quarters since.
Snowden Capital Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $721K in Q1 2024.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.