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Van Hulzen Asset Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-935
Closed -$21.6K – 650
2024
Q4 		$21.6K Buy
+935
New +$21.7K ﹤0.01% 667

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Van Hulzen Asset Management's IBHF Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q1 2025, closing a stake of 935 shares — an estimated $21.6K sold.

Van Hulzen Asset Management first reported a position in IBHF in Q4 2024 and held it in 1 quarter. The position peaked at $21.6K in Q4 2024. 135 funds tracked by Wall St. Rank hold IBHF as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 935 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2025, an estimated $21.6K.
  • Van Hulzen Asset Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $21.6K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.