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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.85B AUM 20.23% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAWAG

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

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

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

Sunbelt Securities's IBHF Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 7.9% in Q1 2026, selling an estimated $22.5K and leaving 11,400 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #564.

Sunbelt Securities first reported a position in IBHF in Q4 2022 and has held it in 14 quarters since. The position peaked at $309K in Q3 2024. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

Sunbelt Securities held 11,400 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $262K as of Q1 2026.
Sunbelt Securities sold 975 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $22.5K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #564 holding.
Sunbelt Securities first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2022 and has held it in 14 quarters since.
Sunbelt Securities's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $309K in Q3 2024.
181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.