Sunbelt Securities’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Sunbelt Securities’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	$262K	Sell	11,400 -975	-8%	-$22.5K	0.02%	564
2025 Q4	$286K	Hold	12,375	–	–	0.02%	542
2025 Q3	$289K	Sell	12,375 -375	-3%	-$8.72K	0.02%	539
2025 Q2	$295K	Hold	12,750	–	–	0.03%	487
2025 Q1	$296K	Hold	12,750	–	–	0.03%	459
2024 Q4	$295K	Sell	12,750 -452	-3%	-$10.5K	0.03%	490
2024 Q3	$309K	Hold	13,202	–	–	0.03%	471
2024 Q2	$302K	Hold	13,202	–	–	0.03%	454
2024 Q1	$304K	Hold	13,202	–	–	0.03%	433
2023 Q4	$303K	Hold	13,202	–	–	0.04%	406
2023 Q3	$297K	Hold	13,202	–	–	0.04%	406
2023 Q2	$300K	Sell	13,202 -400	-3%	-$9.03K	0.04%	390
2023 Q1	$309K	Hold	13,602	–	–	0.05%	351
2022 Q4	$304K	Buy	+13,602	New	+$304K	0.06%	349

Other funds holding IBHF

LPL Financial San Diego, California $376B 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 $994M AUM 17.21% 1-Year Est. Return

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

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

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