WrapManager Inc’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

WrapManager Inc’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 Q1	$823K	Buy	35,842 +295	+0.8%	+$6.79K	0.29%	61
2025 Q4	$820K	Sell	35,547 -7,631	-18%	-$177K	0.28%	69
2025 Q3	$1.01M	Sell	43,178 -6,026	-12%	-$140K	0.31%	63
2025 Q2	$1.14M	Buy	49,204 +815	+2%	+$18.8K	0.28%	69
2025 Q1	$1.12M	Buy	48,389 +1,713	+4%	+$39.9K	0.3%	65
2024 Q4	$1.08M	Buy	46,676 +2,400	+5%	+$55.8K	0.28%	71
2024 Q3	$1.04M	Buy	44,276 +6,199	+16%	+$143K	0.27%	80
2024 Q2	$872K	Buy	38,077 +2,446	+7%	+$55.9K	0.24%	88
2024 Q1	$822K	Buy	35,631 +7,509	+27%	+$172K	0.23%	97
2023 Q4	$645K	Buy	28,122 +3,801	+16%	+$85.7K	0.19%	115
2023 Q3	$548K	Buy	24,321 +1,530	+7%	+$34.6K	0.18%	118
2023 Q2	$518K	Sell	22,791 -71	-0.3%	-$1.6K	0.16%	139
2023 Q1	$521K	Sell	22,862 -324	-1%	-$7.34K	0.16%	142
2022 Q4	$518K	Buy	+23,186	New	+$518K	0.17%	132

Other funds holding IBHF

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return