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

Stockman 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 		$347K Hold
15,340
– – 0.04% 135
2026
Q1 		$352K Hold
15,340
– – 0.04% 127
2025
Q4 		$354K Hold
15,340
– – 0.04% 125
2025
Q3 		$359K Buy
+15,340
New +$357K 0.04% 127

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

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

Stockman Wealth Management held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q2 2026 at 15,340 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #135.

Stockman Wealth Management first reported a position in IBHF in Q3 2025 and has held it in 4 quarters since. The position peaked at $359K in Q3 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Stockman Wealth Management held 15,340 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $347K as of Q2 2026.
  • Stockman Wealth Management left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of Stockman Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Stockman Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Stockman Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $359K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.