iShares Ibond 2026 HY &IBHFETF
13F holders, Q1 2024 (March 31)75holders
$23.05avg. 13F price*
At the end of Q1 2024, 75 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings. The largest holders were Bank of America Corp. ($42.6M), Cambridge Investment Research Advisors, Inc. ($26.6M) and Goldman Sachs Group Inc. ($20.3M).
- Company
- iShares Ibond 2026 HY & Inc.
- CUSIP
- 46436E528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $32.8M |
| Exits | 4 | $2.8M |
Ownership 75 holders
| Bank of America Corp. | 0.00% | Add +81.5% | 1,845,592 | $42.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +24.5% | 1,151,573 | $26.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 880,533 | $20.3M |
| Ashton Thomas Private Wealth, LLC | 0.90% | Reduce -0.4% | 684,730 | $15.8M |
| NewEdge Advisors, LLC | 0.12% | Add +15.6% | 596,581 | $13.8M |
| Ruggaard & Associates LLC | 6.16% | Add +2.6% | 561,974 | $13.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +277.8% | 511,214 | $11.8M |
| Commonwealth Financial Services, LLC | 2.29% | Reduce -0.2% | 424,669 | $9.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.61% | Reduce -0.8% | 418,572 | $9.7M |
| Morgan Stanley | 0.00% | Add +0.1% | 417,086 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -48.7% | 295,053 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +130.4% | 290,849 | $6.7M |
| PFG Private Wealth Management, LLC | 3.70% | Add +43115.1% | 254,969 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 240,410 | $5.5M |
| LPL Financial LLC | 0.00% | Add +18.6% | 187,255 | $4.3M |
| FF Advisors,LLC | 2.75% | Add +80.1% | 172,203 | $4.0M |
| Mutual Advisors, LLC | 0.12% | New | 161,722 | $3.7M |
| Lido Advisors, LLC | 0.03% | Add +21.7% | 147,744 | $3.4M |
| Scissortail Wealth Management, LLC | 0.77% | Add +3.5% | 126,025 | $2.9M |
| Private Client Services, LLC | 1.88% | Add +56.5% | 121,433 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Add +6.0% | 116,987 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 112,818 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +12.2% | 112,787 | $2.6M |
| LBMC Investment Advisors, LLC | 0.21% | New | 105,130 | $2.4M |
| Absolute Capital Management, LLC | 1.44% | Add +2.6% | 98,050 | $2.3M |
| Flow Traders U.S. LLC | 0.10% | New | 78,112 | $1.8M |
| Mid-American Wealth Advisory Group, Inc. | 1.13% | Add +454.1% | 72,554 | $1.7M |
| IFP Advisors, Inc | 0.06% | Add +3.1% | 62,420 | $1.4M |
| Straight Path Wealth Management | 0.80% | Add +18.5% | 62,021 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.14% | Reduce -4.3% | 61,222 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +143.9% | 58,723 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +347.3% | 43,339 | $999K |
| Summit Wealth Partners, LLC | 0.21% | Reduce -1.0% | 42,366 | $977K |
| AE Wealth Management LLC | 0.01% | Reduce -47.4% | 40,298 | $929K |
| Wrapmanager Inc. | 0.23% | Add +26.7% | 35,631 | $822K |
| Integrated Wealth Concepts LLC | 0.01% | Add +37.4% | 35,375 | $816K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.2% | 34,045 | $785K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +217.3% | 33,024 | $762K |
| Ironwood Financial, llc | 0.17% | Add +0.3% | 31,871 | $735K |
| Snowden Capital Advisors LLC | 0.02% | Add +14.3% | 31,254 | $721K |
| Werba Rubin Papier Wealth Management | 0.19% | New | 28,899 | $666K |
| M3 Advisory Group, LLC | 0.60% | New | 28,897 | $666K |
| Marble Harbor Investment Counsel, LLC | 0.07% | New | 27,000 | $623K |
| Phillips Financial Management, LLC | 0.05% | Add +1.7% | 25,436 | $587K |
| Raymond James & Associates | 0.00% | Add +92.1% | 24,382 | $562K |
| GAMMA Investing LLC | 0.11% | New | 23,848 | $550K |
| Sightline Wealth Advisors, LLC | 0.34% | Add +2.1% | 22,677 | $523K |
| Consolidated Portfolio Review Corp | 0.09% | Add +6.3% | 14,882 | $343K |
| PFG Investments, LLC | 0.02% | New | 14,882 | $343K |
| Seaview Investment Managers LLC | 0.10% | New | 14,570 | $336K |
| Sunbelt Securities, Inc. | 0.03% | No change | 13,202 | $304K |
| Klaas Financial Asset Advisors, LLC | 0.06% | Reduce -5.0% | 13,035 | $301K |
| Austin Private Wealth, LLC | 0.03% | New | 12,650 | $289K |
| Sigma Planning Corp | 0.01% | New | 11,879 | $274K |
| Lincoln National Corp. | 0.00% | New | 11,525 | $266K |
| Windsor Capital Management, LLC | 0.08% | Add +3.4% | 10,897 | $251K |
| MTM Financial Group, LLC | 0.16% | New | 10,706 | $247K |
| Quad-Cities Investment Group, LLC | 0.14% | Reduce -2.0% | 10,694 | $247K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,502 | $242K |
| BSW Wealth Partners | 0.03% | New | 8,749 | $202K |
| UBS Group AG | 0.00% | Reduce -17.2% | 8,532 | $197K |
| Stone House Investment Management, LLC | 0.04% | Add +1.2% | 6,918 | $160K |
| Cwm, LLC | 0.00% | No change | 5,870 | $135K |
| Global Retirement Partners, LLC | 0.00% | Add +1.2% | 3,852 | $89K |
| Principal Securities, Inc. | 0.00% | Reduce -0.4% | 2,764 | $64K |
| BBJS Financial Advisors, LLC | 0.02% | New | 2,000 | $46K |
| Orion Capital Management LLC | 0.01% | New | 1,196 | $28K |
| Valley National Advisers Inc. | 0.00% | Add +1.2% | 1,144 | $26K |
| Parallel Advisors, LLC | 0.00% | No change | 1,100 | $25K |
| Comerica Bank | 0.00% | No change | 929 | $21K |
| PSI Advisors, LLC | 0.01% | No change | 890 | $21K |
| Bank of Montreal | 0.00% | New | 640 | $15K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 447 | $10K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 300 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1 | $24 |
"% of holder's portfolio" is IBHF's weight in each manager's 13F, not the share of iShares Ibond 2026 HY & Inc. the manager owns.