Wealth Enhancement Advisory Services
IBHF icon

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

Wealth Enhancement Advisory Services’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 		$261K Buy
11,600
+369
+3% +$8.4K ﹤0.01% 3334
2026
Q1 		$257K Buy
11,231
+381
+4% +$8.77K ﹤0.01% 2924
2025
Q4 		$250K Hold
10,850
– – ﹤0.01% 3079
2025
Q3 		$253K Hold
10,850
– – ﹤0.01% 2929
2025
Q2 		$251K Hold
10,850
– – ﹤0.01% 2792
2025
Q1 		$252K Hold
10,850
– – ﹤0.01% 2576
2024
Q4 		$251K Buy
10,850
+348
+3% +$8.09K ﹤0.01% 2519
2024
Q3 		$246K Hold
10,502
– – ﹤0.01% 2314
2024
Q2 		$241K Hold
10,502
– – ﹤0.01% 2147
2024
Q1 		$242K Hold
10,502
– – ﹤0.01% 2060
2023
Q4 		$241K Hold
10,502
– – ﹤0.01% 1986
2023
Q3 		$237K Buy
+10,502
New +$238K ﹤0.01% 1891

Other funds holding IBHF

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBHF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 3.3% in Q2 2026, buying an estimated $8.4K and bringing the position to 11,600 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #3334.

Wealth Enhancement Advisory Services first reported a position in IBHF in Q3 2023 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,600 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $261K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 369 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $8.4K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3334 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.