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Spartan Wealth Advisory Services LLC’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Spartan Wealth Advisory Services LLC’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 		– Sell
-9,952
Closed -$228K – 326
2026
Q1 		$228K Buy
+9,952
New +$229K 0.02% 286

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Spartan Wealth Advisory Services LLC's IBHF Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 9,952 shares — an estimated $228K sold.

Spartan Wealth Advisory Services LLC first reported a position in IBHF in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Spartan Wealth Advisory Services LLC reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Spartan Wealth Advisory Services LLC sold 9,952 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $228K.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • Spartan Wealth Advisory Services LLC's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $228K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.