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 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 $376B AUM 19.32% 1-Year Est. Return

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

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

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

Bank of America

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