TABR Capital Management
IBHF icon

TABR Capital Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

TABR Capital Management’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
Q3 		$5.68M Buy
252,054
+2,196
+0.9% +$49.4K 4.16% 8
2026
Q2 		$5.66M Buy
249,858
+5,897
+2% +$134K 4.82% 7
2026
Q1 		$5.6M Buy
243,961
+9,667
+4% +$223K 5.15% 5
2025
Q4 		$5.41M Buy
+234,294
New +$5.44M 3.61% 8

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Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

TABR Capital Management's IBHF Position: Q3 2026 in Review

TABR Capital Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.88% in Q3 2026, buying an estimated $49.4K and bringing the position to 252,054 shares worth $5.68M. The position accounts for 4.16% of the portfolio, ranked #8.

TABR Capital Management first reported a position in IBHF in Q4 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

  • TABR Capital Management held 252,054 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $5.68M as of Q3 2026.
  • TABR Capital Management bought 2,196 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $49.4K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 4.16% of TABR Capital Management's portfolio in Q3 2026, its #8 holding.
  • TABR Capital Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on TABR Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.