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

World Investment 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	$2.47M	Sell	107,450 -1,145	-1%	-$26.1K	0.04%	425
2026 Q1	$2.49M	Sell	108,595 -51,769	-32%	-$1.19M	0.04%	420
2025 Q4	$3.7M	Buy	160,364 +8,891	+6%	+$206K	0.06%	324
2025 Q3	$3.54M	Buy	151,473 +13,063	+9%	+$304K	0.07%	286
2025 Q2	$3.22M	Sell	138,410 -8,441	-6%	-$195K	0.07%	285
2025 Q1	$3.41M	Sell	146,851 -718	-0.5%	-$16.7K	0.09%	260
2024 Q4	$3.42M	Buy	147,569 +17,024	+13%	+$396K	0.09%	246
2024 Q3	$3.06M	Buy	+130,545	New	+$3.01M	0.1%	233

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

World Investment Advisors's IBHF Position: Q2 2026 in Review

World Investment Advisors reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 1.1% in Q2 2026, selling an estimated $26.1K and leaving 107,450 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #425.

World Investment Advisors first reported a position in IBHF in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.7M in Q4 2025. 174 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

World Investment Advisors held 107,450 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.47M as of Q2 2026.
World Investment Advisors sold 1,145 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $26.1K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #425 holding.
World Investment Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $3.7M in Q4 2025.
174 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

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