VWA
IBHF icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
SG
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