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 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