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

Stratos Wealth Partners’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	$8.81M	Sell	389,167 -278	-0.1%	-$6.33K	0.09%	233
2026 Q1	$8.94M	Buy	389,445 +9,087	+2%	+$209K	0.1%	216
2025 Q4	$8.78M	Buy	380,358 +12,830	+3%	+$298K	0.1%	214
2025 Q3	$8.6M	Buy	367,528 +228,807	+165%	+$5.32M	0.1%	209
2025 Q2	$3.22M	Buy	138,721 +55,569	+67%	+$1.28M	0.04%	375
2025 Q1	$1.93M	Buy	83,152 +68,914	+484%	+$1.6M	0.03%	460
2024 Q4	$330K	Buy	+14,238	New	+$331K	﹤0.01%	1111

Other funds holding IBHF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Stratos Wealth Partners's IBHF Position: Q2 2026 in Review

Stratos Wealth Partners reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.07% in Q2 2026, selling an estimated $6.33K and leaving 389,167 shares worth $8.81M. The position accounts for 0.09% of the portfolio, ranked #233.

Stratos Wealth Partners first reported a position in IBHF in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.94M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Stratos Wealth Partners held 389,167 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $8.81M as of Q2 2026.
Stratos Wealth Partners sold 278 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $6.33K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.09% of Stratos Wealth Partners's portfolio in Q2 2026, its #233 holding.
Stratos Wealth Partners first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Stratos Wealth Partners's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $8.94M in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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