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

Straightline 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
2026 Q1	$20.9M	Buy	911,742 +93,423	+11%	+$2.15M	10.4%	5
2025 Q4	$18.9M	Buy	818,319 +11,826	+1%	+$274K	10.34%	5
2025 Q3	$18.8M	Buy	806,493 +40,431	+5%	+$940K	10.84%	5
2025 Q2	$17.8M	Buy	766,062 +31,232	+4%	+$720K	11.1%	5
2025 Q1	$17.1M	Buy	+734,830	New	+$17.1M	11.03%	5

Other funds holding IBHF

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LIA

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

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

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

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Straightline Group's IBHF Position: Q1 2026 in Review

Straightline Group increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 11% in Q1 2026, buying an estimated $2.15M and bringing the position to 911,742 shares worth $20.9M. The position accounts for 10.4% of the portfolio, ranked #5.

Straightline Group first reported a position in IBHF in Q1 2025 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Straightline Group held 911,742 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $20.9M as of Q1 2026.
Straightline Group bought 93,423 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $2.15M.
iShares iBonds 2026 Term High Yield and Income ETF made up 10.4% of Straightline Group's portfolio in Q1 2026, its #5 holding.
Straightline Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and has held it in 5 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Straightline Group's 13F filing for Q1 2026, filed 12 May 2026.