Spire Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Spire Wealth Management’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 Q3	$310K	Buy	13,740 +15	+0.1%	+$338	0.01%	640
2026 Q2	$311K	Buy	13,725 +477	+4%	+$10.9K	0.01%	661
2026 Q1	$304K	Sell	13,248 -12,689	-49%	-$292K	0.01%	677
2025 Q4	$599K	Buy	25,937 +21,971	+554%	+$510K	0.02%	502
2025 Q3	$92.8K	Buy	3,966 +11	+0.3%	+$256	﹤0.01%	1013
2025 Q2	$91.9K	Sell	3,955 -2,363	-37%	-$54.5K	﹤0.01%	1006
2025 Q1	$147K	Buy	+6,318	New	+$147K	﹤0.01%	906

Other funds holding IBHF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Evexia Wealth Stevens Point, Wisconsin $360M AUM 16.84% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Spire Wealth Management's IBHF Position: Q3 2026 in Review

Spire Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.11% in Q3 2026, buying an estimated $338 and bringing the position to 13,740 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #640.

Spire Wealth Management first reported a position in IBHF in Q1 2025 and has held it in 7 quarters since. The position peaked at $599K in Q4 2025. 111 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

Spire Wealth Management held 13,740 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $310K as of Q3 2026.
Spire Wealth Management bought 15 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $338.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #640 holding.
Spire Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and has held it in 7 quarters since.
Spire Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $599K in Q4 2025.
111 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.