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

Walser Wealth 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
2026 Q2	$3M	Buy	132,422 +31,098	+31%	+$708K	1.25%	13
2026 Q1	$2.33M	Buy	101,324 +70,142	+225%	+$1.62M	1.04%	14
2025 Q4	$720K	Buy	+31,182	New	+$724K	0.38%	52

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

Walser Wealth Management's IBHF Position: Q2 2026 in Review

Walser Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 31% in Q2 2026, buying an estimated $708K and bringing the position to 132,422 shares worth $3M. The position accounts for 1.25% of the portfolio, ranked #13.

Walser Wealth Management first reported a position in IBHF in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Walser Wealth Management held 132,422 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $3M as of Q2 2026.
Walser Wealth Management bought 31,098 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $708K.
iShares iBonds 2026 Term High Yield and Income ETF made up 1.25% of Walser Wealth Management's portfolio in Q2 2026, its #13 holding.
Walser Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.