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Thoroughbred Financial Services’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Thoroughbred Financial Services’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 		– Sell
-11,758
Closed -$271K – 587
2025
Q4 		$271K Sell
11,758
-7,743
-40% -$180K 0.02% 504
2025
Q3 		$456K Sell
19,501
-22,297
-53% -$519K 0.03% 399
2025
Q2 		$970K Sell
41,798
-13,740
-25% -$317K 0.07% 277
2025
Q1 		$1.29M Sell
55,538
-2,113
-4% -$49.2K 0.08% 239
2024
Q4 		$1.33M Sell
57,651
-3,374
-6% -$78.4K 0.08% 228
2024
Q3 		$1.43M Sell
61,025
-2,649
-4% -$61.1K 0.09% 204
2024
Q2 		$1.46M Buy
63,674
+2,452
+4% +$56K 0.1% 200
2024
Q1 		$1.41M Sell
61,222
-2,722
-4% -$62.4K 0.14% 148
2023
Q4 		$1.47M Buy
63,944
+704
+1% +$15.9K 0.12% 174
2023
Q3 		$1.42M Buy
63,240
+19,212
+44% +$435K 0.14% 158
2023
Q2 		$1M Buy
44,028
+12,906
+41% +$291K 0.13% 166
2023
Q1 		$709K Buy
31,122
+2,304
+8% +$52.2K 0.1% 197
2022
Q4 		$644K Buy
+28,818
New +$643K 0.11% 201

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
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
CL
COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thoroughbred Financial Services's IBHF Position: Q1 2026 in Review

Thoroughbred Financial Services sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2026, closing a stake of 11,758 shares — an estimated $271K sold.

Thoroughbred Financial Services first reported a position in IBHF in Q4 2022 and held it in 13 quarters. The position peaked at $1.47M in Q4 2023. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Thoroughbred Financial Services reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Thoroughbred Financial Services sold 11,758 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $271K.
  • Thoroughbred Financial Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2022 and held it in 13 quarters.
  • Thoroughbred Financial Services's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.47M in Q4 2023.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.