SIS
IBHK

Sound Income Strategies’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

Sound Income Strategies’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 		– Sell
-270
Closed -$6.85K – 2477
2026
Q1 		$6.85K Hold
270
– – ﹤0.01% 1696
2025
Q4 		$7.02K Buy
+270
New +$6.98K ﹤0.01% 1659

Other funds holding IBHK

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Sound Income Strategies's IBHK Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q2 2026, closing a stake of 270 shares — an estimated $6.85K sold.

Sound Income Strategies first reported a position in IBHK in Q4 2025 and held it in 2 quarters. The position peaked at $7.02K in Q4 2025. 10 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares iBonds 2031 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 270 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $6.85K.
  • Sound Income Strategies first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $7.02K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.