iShares Ibond 2026 HY &IBHFETF
13F holders, Q2 2024 (June 30)84holders +9
15new positions
7sold out
$22.91avg. 13F price*
At the end of Q2 2024, 84 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, up 9 from Q1 2024. 15 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($34.7M), Cambridge Investment Research Advisors, Inc. ($26.0M) and Ashton Thomas Private Wealth, LLC ($14.9M).
- Company
- iShares Ibond 2026 HY & Inc.
- CUSIP
- 46436E528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $12.7M |
| Exits | 7 | $22.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,438,813 shares bought and 1,527,505 shares sold, net −88,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Bank of America Corp. | 0.00% | Reduce -17.9% | 1,514,877 | $34.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -1.3% | 1,136,362 | $26.0M |
| Ashton Thomas Private Wealth, LLC | 0.82% | Reduce -4.9% | 651,056 | $14.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.1% | 583,474 | $13.4M |
| Ruggaard & Associates LLC | 5.98% | Add +0.4% | 564,440 | $12.9M |
| NewEdge Advisors, LLC | 0.09% | Reduce -9.1% | 542,577 | $12.4M |
| Morgan Stanley | 0.00% | Add +12.1% | 467,477 | $10.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.56% | Reduce -0.5% | 416,578 | $9.5M |
| Commonwealth Financial Services, LLC | 1.93% | Reduce -3.1% | 411,688 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +63.7% | 393,598 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +8.2% | 319,356 | $7.3M |
| LPL Financial LLC | 0.00% | Add +67.3% | 313,373 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 300,868 | $6.9M |
| PFG Private Wealth Management, LLC | 3.80% | Add +7.2% | 273,365 | $6.3M |
| Mutual Advisors, LLC | 0.13% | Add +17.4% | 189,902 | $4.4M |
| Lido Advisors, LLC | 0.03% | Add +17.2% | 173,167 | $4.0M |
| FF Advisors,LLC | 2.73% | Reduce -1.8% | 169,055 | $3.9M |
| LBMC Investment Advisors, LLC | 0.33% | Add +59.2% | 167,335 | $3.8M |
| Mid-American Wealth Advisory Group, Inc. | 2.04% | Add +91.9% | 139,224 | $3.2M |
| Cowa, LLC | 1.62% | New | 132,889 | $3.0M |
| Scissortail Wealth Management, LLC | 0.73% | Reduce -0.7% | 125,209 | $2.9M |
| Private Client Services, LLC | 1.76% | Add +1.0% | 122,642 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 118,300 | $2.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.9% | 116,039 | $2.7M |
| Absolute Capital Management, LLC | 1.51% | Add +10.7% | 108,529 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +51.6% | 89,013 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 80,967 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | New | 80,031 | $1.8M |
| Private Advisor Group, LLC | 0.01% | New | 71,820 | $1.6M |
| IFP Advisors, Inc | 0.06% | Add +12.9% | 70,499 | $1.6M |
| Straight Path Wealth Management | 0.82% | Add +12.9% | 70,031 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +4.0% | 63,674 | $1.5M |
| Raymond James & Associates | 0.00% | Add +157.0% | 62,668 | $1.4M |
| GAMMA Investing LLC | 0.19% | Add +155.9% | 61,035 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +18.3% | 51,255 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -59.9% | 46,922 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.29% | Add +61.4% | 46,638 | $1.1M |
| Krilogy Financial LLC | 0.08% | New | 44,974 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +30.6% | 43,141 | $988K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +23.8% | 42,130 | $965K |
| Integrated Wealth Concepts LLC | 0.01% | Add +17.6% | 41,585 | $953K |
| JPMorgan Chase & Co. | 0.00% | New | 41,559 | $952K |
| Summit Wealth Partners, LLC | 0.20% | Reduce -3.1% | 41,056 | $941K |
| Ironwood Financial, llc | 0.20% | Add +24.1% | 39,535 | $906K |
| Wrapmanager Inc. | 0.24% | Add +6.9% | 38,077 | $872K |
| Sightline Wealth Advisors, LLC | 0.46% | Add +41.2% | 32,024 | $734K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -4.8% | 29,738 | $681K |
| M3 Advisory Group, LLC | 0.56% | Add +2.1% | 29,505 | $676K |
| Marble Harbor Investment Counsel, LLC | 0.07% | No change | 27,000 | $619K |
| Phillips Financial Management, LLC | 0.05% | No change | 25,436 | $583K |
| AE Wealth Management LLC | 0.01% | Reduce -36.9% | 25,415 | $582K |
| Avantax Advisory Services, Inc. | 0.00% | New | 23,803 | $545K |
| Ascentis Independent Advisors | 0.09% | — | 19,800 | $454K |
| Sigma Planning Corp | 0.01% | Add +41.0% | 16,749 | $384K |
| Consolidated Portfolio Review Corp | 0.09% | Add +9.7% | 16,331 | $374K |
| Austin Private Wealth, LLC | 0.04% | Add +25.5% | 15,874 | $364K |
| Klaas Financial Asset Advisors, LLC | 0.06% | Add +18.5% | 15,443 | $354K |
| Seaview Investment Managers LLC | 0.10% | Add +1.5% | 14,788 | $339K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +32.3% | 14,143 | $324K |
| Howland Capital Management LLC | 0.01% | New | 13,740 | $315K |
| Sunbelt Securities, Inc. | 0.03% | No change | 13,202 | $302K |
| Thrivent Financial for Lutherans | 0.00% | New | 12,131 | $278K |
| Baird Financial Group, Inc. | 0.00% | New | 11,822 | $271K |
| Windsor Capital Management, LLC | 0.08% | Add +5.3% | 11,478 | $263K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 10,940 | $251K |
| MTM Financial Group, LLC | 0.16% | Add +1.9% | 10,909 | $250K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,502 | $241K |
| OneDigital Investment Advisors LLC | 0.00% | New | 10,420 | $239K |
| Diversify Advisory Services, LLC | 0.01% | New | 10,420 | $238K |
| Evergreen Capital Management LLC | 0.01% | New | 9,300 | $213K |
| UBS Group AG | 0.00% | Add +8.9% | 9,294 | $213K |
| BSW Wealth Partners | 0.03% | No change | 8,749 | $200K |
| Stone House Investment Management, LLC | 0.04% | Add +1.9% | 7,050 | $162K |
| Global Retirement Partners, LLC | 0.00% | Add +56.4% | 6,025 | $138K |
| Cwm, LLC | 0.00% | No change | 5,870 | $134K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +955.9% | 4,720 | $108K |
| Comerica Bank | 0.00% | Add +338.5% | 4,074 | $93K |
| Principal Securities, Inc. | 0.00% | Add +25.3% | 3,464 | $79K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 2,000 | $46K |
| PSI Advisors, LLC | 0.01% | Add +59.0% | 1,415 | $32K |
| FMR LLC | 0.00% | New | 1,387 | $32K |
| Valley National Advisers Inc. | 0.00% | Add +1.8% | 1,165 | $26K |
| Parallel Advisors, LLC | 0.00% | No change | 1,100 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1 | $23 |
"% 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.