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

VSM Wealth Advisory’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	–	Sell	-384	Closed	-$8.81K	–	508
2026 Q1	$8.81K	Hold	384	–	–	﹤0.01%	375
2025 Q4	$8.86K	Hold	384	–	–	﹤0.01%	343
2025 Q3	$8.98K	Hold	384	–	–	﹤0.01%	347
2025 Q2	$8.92K	Hold	384	–	–	﹤0.01%	388
2025 Q1	$8.92K	Hold	384	–	–	﹤0.01%	362
2024 Q4	$8.89K	Buy	+384	New	+$8.92K	﹤0.01%	356

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

VSM Wealth Advisory's IBHF Position: Q2 2026 in Review

VSM Wealth Advisory sold out of iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026, closing a stake of 384 shares — an estimated $8.81K sold.

VSM Wealth Advisory first reported a position in IBHF in Q4 2024 and held it in 6 quarters. The position peaked at $8.98K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

VSM Wealth Advisory reported no remaining iShares iBonds 2026 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
VSM Wealth Advisory sold 384 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $8.81K.
VSM Wealth Advisory first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2024 and held it in 6 quarters.
VSM Wealth Advisory's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $8.98K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.