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Stone House Investment Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Stone House Investment 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
2024
Q3 		– Sell
-7,050
Closed -$162K – 405
2024
Q2 		$162K Buy
7,050
+132
+2% +$3.02K 0.04% 57
2024
Q1 		$160K Buy
6,918
+85
+1% +$1.95K 0.04% 63
2023
Q4 		$157K Buy
+6,833
New +$154K 0.05% 45

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Stone House Investment Management's IBHF Position: Q3 2024 in Review

Stone House Investment Management sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2024, closing a stake of 7,050 shares — an estimated $162K sold.

Stone House Investment Management first reported a position in IBHF in Q4 2023 and held it in 3 quarters. The position peaked at $162K in Q2 2024. 87 funds tracked by Wall St. Rank hold IBHF as of Q3 2024.

  • Stone House Investment Management reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Stone House Investment Management sold 7,050 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2024, an estimated $162K.
  • Stone House Investment Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2023 and held it in 3 quarters.
  • Stone House Investment Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $162K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2024.

Based on Stone House Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.