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

Strategic Wealth Investment 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
2025
Q3 		– Sell
-18
Closed -$418 – 157
2025
Q2 		$418 Buy
+18
New +$415 ﹤0.01% 139

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Cambridge Investment Research Advisors
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Strategic Wealth Investment Group's IBHF Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q3 2025, closing a stake of 18 shares — an estimated $418 sold.

Strategic Wealth Investment Group first reported a position in IBHF in Q2 2025 and held it in 1 quarter. The position peaked at $418 in Q2 2025. 158 funds tracked by Wall St. Rank hold IBHF as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 18 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2025, an estimated $418.
  • Strategic Wealth Investment Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $418 in Q2 2025.
  • 158 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.