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

Sterling Financial Group’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
2025 Q3	$25.4M	Sell	1,084,888 -125,873	-10%	-$2.93M	8.04%	5
2025 Q2	$28.1M	Buy	+1,210,761	New	+$27.9M	9.44%	4

Other funds holding IBHF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Sterling Financial Group's IBHF Position: Q3 2025 in Review

Sterling Financial Group reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 10% in Q3 2025, selling an estimated $2.93M and leaving 1,084,888 shares worth $25.4M. The position accounts for 8.04% of the portfolio, ranked #5.

Sterling Financial Group first reported a position in IBHF in Q2 2025 and has held it in 2 quarters since. The position peaked at $28.1M in Q2 2025. 158 funds tracked by Wall St. Rank hold IBHF as of Q3 2025.

Sterling Financial Group held 1,084,888 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $25.4M as of Q3 2025.
Sterling Financial Group sold 125,873 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2025, an estimated $2.93M.
iShares iBonds 2026 Term High Yield and Income ETF made up 8.04% of Sterling Financial Group's portfolio in Q3 2025, its #5 holding.
Sterling Financial Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and has held it in 2 quarters since.
Sterling Financial Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $28.1M in Q2 2025.
158 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.