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WealthSource Partners’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

WealthSource Partners’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
2023
Q4 		$230K Buy
+10,020
New +$226K 0.01% 457

Other funds holding IBHF

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthSource Partners's IBHF Position: Q4 2023 in Review

WealthSource Partners opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q4 2023: 10,020 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings.

64 funds tracked by Wall St. Rank hold IBHF as of Q4 2023.

  • WealthSource Partners held 10,020 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $230K as of Q4 2023.
  • iShares iBonds 2026 Term High Yield and Income ETF was a new WealthSource Partners position in Q4 2023.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #457 holding.
  • 64 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.