Windsor Advisory Group’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Windsor Advisory Group’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	$763K	Buy	+33,669	New	+$766K	0.55%	31
2026 Q1	–	Sell	-39,761	Closed	-$918K	–	95
2025 Q4	$918K	Buy	+39,761	New	+$923K	0.82%	22

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

Windsor Advisory Group's IBHF Position: Q2 2026 in Review

Windsor Advisory Group opened a new position in iShares iBonds 2026 Term High Yield and Income ETF (IBHF) in Q2 2026: 33,669 shares worth $763K. The stake represents 0.55% of the portfolio and ranks #31 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in IBHF as recently as Q4 2025.

Windsor Advisory Group first reported a position in IBHF in Q4 2025 and has held it in 2 quarters since. The position peaked at $918K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Windsor Advisory Group held 33,669 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $763K as of Q2 2026.
iShares iBonds 2026 Term High Yield and Income ETF was a new Windsor Advisory Group position in Q2 2026.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.55% of Windsor Advisory Group's portfolio in Q2 2026, its #31 holding.
Windsor Advisory Group first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q4 2025 and has held it in 2 quarters since.
Windsor Advisory Group's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $918K in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.