Steward Partners Investment Advisory’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Steward Partners Investment Advisory’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	$522K	Buy	23,034 +233	+1%	+$5.3K	﹤0.01%	1671
2026 Q1	$523K	Sell	22,801 -109	-0.5%	-$2.51K	﹤0.01%	1503
2025 Q4	$529K	Buy	22,910 +2,560	+13%	+$59.4K	﹤0.01%	1390
2025 Q3	$476K	Buy	20,350 +6,065	+42%	+$141K	﹤0.01%	1405
2025 Q2	$332K	Buy	14,285 +884	+7%	+$20.4K	﹤0.01%	1508
2025 Q1	$311K	Buy	13,401 +8,845	+194%	+$206K	﹤0.01%	1426
2024 Q4	$105K	Buy	+4,556	New	+$106K	﹤0.01%	1950

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

Steward Partners Investment Advisory's IBHF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1% in Q2 2026, buying an estimated $5.3K and bringing the position to 23,034 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Steward Partners Investment Advisory first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q4 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Steward Partners Investment Advisory held 23,034 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $522K as of Q2 2026.
Steward Partners Investment Advisory bought 233 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.3K.
iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1671 holding.
Steward Partners Investment Advisory first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $529K in Q4 2025.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.