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

Tempus Wealth Planning’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	$1.47M	Sell	64,689 -161,587	-71%	-$3.68M	0.29%	99
2026 Q1	$5.19M	Sell	226,276 -35,650	-14%	-$821K	1.19%	17
2025 Q4	$6.05M	Buy	261,926 +73,020	+39%	+$1.69M	1.39%	14
2025 Q3	$4.42M	Sell	188,906 -20,628	-10%	-$480K	1.01%	22
2025 Q2	$4.87M	Buy	209,534 +21,442	+11%	+$494K	1.21%	20
2025 Q1	$4.37M	Buy	188,092 +56,965	+43%	+$1.33M	1.3%	17
2024 Q4	$3.04M	Buy	131,127 +87,583	+201%	+$2.04M	0.93%	25
2024 Q3	$1.02M	Buy	+43,544	New	+$1.01M	0.37%	76

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

Tempus Wealth Planning's IBHF Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 71% in Q2 2026, selling an estimated $3.68M and leaving 64,689 shares worth $1.47M. The position accounts for 0.29% of the portfolio, ranked #99.

Tempus Wealth Planning first reported a position in IBHF in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.05M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Tempus Wealth Planning held 64,689 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.47M as of Q2 2026.
Tempus Wealth Planning sold 161,587 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $3.68M.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.29% of Tempus Wealth Planning's portfolio in Q2 2026, its #99 holding.
Tempus Wealth Planning first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
Tempus Wealth Planning's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $6.05M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.