WI
IBHK

WrapManager Inc’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

WrapManager Inc’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$735K Sell
28,510
-3,352
-11% -$86.1K 0.23% 75
2026
Q1 		$811K Sell
31,862
-119
-0.4% -$3.07K 0.28% 66
2025
Q4 		$827K Sell
31,981
-6,842
-18% -$177K 0.28% 65
2025
Q3 		$1.01M Sell
38,823
-5,419
-12% -$140K 0.31% 60
2025
Q2 		$1.15M Buy
44,242
+1,451
+3% +$36.7K 0.28% 67
2025
Q1 		$1.09M Buy
42,791
+1,431
+3% +$36.6K 0.29% 71
2024
Q4 		$1.05M Buy
+41,360
New +$1.06M 0.27% 77

Other funds holding IBHK

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WrapManager Inc's IBHK Position: Q2 2026 in Review

WrapManager Inc reduced its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 11% in Q2 2026, selling an estimated $86.1K and leaving 28,510 shares worth $735K. The position accounts for 0.23% of the portfolio, ranked #75.

WrapManager Inc first reported a position in IBHK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2025. 13 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • WrapManager Inc held 28,510 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $735K as of Q2 2026.
  • WrapManager Inc sold 3,352 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $86.1K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up 0.23% of WrapManager Inc's portfolio in Q2 2026, its #75 holding.
  • WrapManager Inc first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • WrapManager Inc's iShares iBonds 2031 Term High Yield and Income ETF position peaked at $1.15M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q2 2026.

Based on WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.