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 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 $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

Spire Wealth Management's IBHF Position: Q2 2026 in Review

Spire Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 3.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 13,725 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #661.

Spire Wealth Management first reported a position in IBHF in Q1 2025 and has held it in 6 quarters since. The position peaked at $599K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Spire Wealth Management held 13,725 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $311K as of Q2 2026.
Spire Wealth Management bought 477 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $10.9K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #661 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 6 quarters since.
Spire Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $599K in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.