Sowell Financial Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Sowell Financial Services’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	$1.95M	Buy	86,111 +9,567	+12%	+$218K	0.06%	318
2026 Q1	$1.76M	Buy	76,544 +23,647	+45%	+$545K	0.07%	319
2025 Q4	$1.22M	Buy	52,897 +38,195	+260%	+$886K	0.04%	388
2025 Q3	$344K	Buy	+14,702	New	+$342K	0.01%	769

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

Sowell Financial Services's IBHF Position: Q2 2026 in Review

Sowell Financial Services increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 12% in Q2 2026, buying an estimated $218K and bringing the position to 86,111 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #318.

Sowell Financial Services first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Sowell Financial Services held 86,111 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.95M as of Q2 2026.
Sowell Financial Services bought 9,567 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $218K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #318 holding.
Sowell Financial Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.