Strategic Blueprint’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Strategic Blueprint’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 Q4	–	Sell	-304,051	Closed	-$7.11M	–	702
2025 Q3	$7.11M	Buy	304,051 +254,732	+516%	+$5.93M	0.31%	84
2025 Q2	$1.15M	Buy	49,319 +40,519	+460%	+$934K	0.06%	282
2025 Q1	$204K	Buy	+8,800	New	+$205K	0.01%	648

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 $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Strategic Blueprint's IBHF Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2025, closing a stake of 304,051 shares — an estimated $7.11M sold.

Strategic Blueprint first reported a position in IBHF in Q1 2025 and held it in 3 quarters. The position peaked at $7.11M in Q3 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q4 2025.

Strategic Blueprint reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 304,051 iShares iBonds 2026 Term High Yield and Income ETF shares in Q4 2025, an estimated $7.11M.
Strategic Blueprint first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025 and held it in 3 quarters.
Strategic Blueprint's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $7.11M in Q3 2025.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.