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Waverly Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Waverly Advisors’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 		$315K Buy
13,915
+760
+6% +$17.3K ﹤0.01% 1391
2026
Q1 		$302K Buy
+13,155
New +$303K ﹤0.01% 1294

Other funds holding IBHF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Waverly Advisors's IBHF Position: Q2 2026 in Review

Waverly Advisors increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 5.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 13,915 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Waverly Advisors first reported a position in IBHF in Q1 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Waverly Advisors held 13,915 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $315K as of Q2 2026.
  • Waverly Advisors bought 760 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $17.3K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1391 holding.
  • Waverly Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.