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

Werba Rubin Papier 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	$1.06M	Buy	46,860 +222	+0.5%	+$5.05K	0.13%	93
2026 Q1	$1.07M	Hold	46,638	–	–	0.15%	76
2025 Q4	$1.08M	Hold	46,638	–	–	0.29%	58
2025 Q3	$1.09M	Hold	46,638	–	–	0.18%	72
2025 Q2	$1.08M	Hold	46,638	–	–	0.2%	71
2025 Q1	$1.08M	Hold	46,638	–	–	0.24%	62
2024 Q4	$1.08M	Hold	46,638	–	–	0.25%	58
2024 Q3	$1.09M	Hold	46,638	–	–	0.26%	58
2024 Q2	$1.07M	Buy	46,638 +17,739	+61%	+$405K	0.29%	54
2024 Q1	$666K	Buy	+28,899	New	+$663K	0.19%	64

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

Werba Rubin Papier Wealth Management's IBHF Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.48% in Q2 2026, buying an estimated $5.05K and bringing the position to 46,860 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #93.

Werba Rubin Papier Wealth Management first reported a position in IBHF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.09M in Q3 2024. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Werba Rubin Papier Wealth Management held 46,860 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $1.06M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 222 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.05K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.13% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #93 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
Werba Rubin Papier Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $1.09M in Q3 2024.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.