iShares Ibond 2026 HY &IBHFETF
13F holders, Q2 2025 (June 30)138holders +3
16new positions
13sold out
$23.24avg. 13F price*
At the end of Q2 2025, 138 institutions reported holding iShares Ibond 2026 HY & Inc. (IBHF) in their 13F filings, up 3 from Q1 2025. 16 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($49.9M), Morgan Stanley ($35.4M) and Sterling Financial Group, Inc. ($28.1M).
- Company
- iShares Ibond 2026 HY & Inc.
- CUSIP
- 46436E528
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $35.5M |
| Exits | 13 | $16.6M |
All 13F filers, Q1 2025 → Q2 2025: 4,305,754 shares bought and 1,679,000 shares sold, net +2,626,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 138 holders
| Bank of America Corp. | 0.00% | Add +2.5% | 2,146,582 | $49.9M |
| Morgan Stanley | 0.00% | Reduce -25.0% | 1,525,335 | $35.4M |
| Sterling Financial Group, Inc. | 9.44% | New | 1,210,761 | $28.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +7.0% | 1,167,957 | $27.1M |
| Private Advisor Group, LLC | 0.14% | Add +9.5% | 1,117,099 | $26.0M |
| Wells Fargo & Company | 0.01% | Add +24.0% | 1,064,628 | $24.7M |
| LBMC Investment Advisors, LLC | 1.42% | Add +13.1% | 854,318 | $19.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.9% | 798,372 | $18.5M |
| Straightline Group LLC | 11.10% | Add +4.3% | 766,062 | $17.8M |
| LPL Financial LLC | 0.01% | Add +35.3% | 733,946 | $17.0M |
| Arrow Financial Corp | 1.77% | Add +116.3% | 724,261 | $16.8M |
| Cowa, LLC | 6.06% | Add +26.0% | 685,592 | $15.9M |
| Mid-American Wealth Advisory Group, Inc. | 6.61% | Add +36.5% | 598,347 | $13.9M |
| Ruggaard & Associates LLC | 5.36% | Reduce -2.2% | 574,522 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Add +25.5% | 568,962 | $13.2M |
| Littlejohn Financial Services, Inc. | 9.29% | Add +66.2% | 517,294 | $12.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | Reduce -9.0% | 445,589 | $10.4M |
| Keeler Thomas Management LLC | 4.16% | Add +15.6% | 415,775 | $9.7M |
| Old Mission Capital LLC | 0.23% | Add +2046.3% | 373,758 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Add +2.5% | 349,866 | $8.1M |
| Royal Bank of Canada | 0.00% | Add +33.0% | 328,597 | $7.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +8.3% | 316,269 | $7.3M |
| Summit Investment Advisors, Inc. | 5.80% | Add +4.4% | 304,244 | $7.0M |
| Mutual Advisors, LLC | 0.16% | Add +3.1% | 271,980 | $6.3M |
| UBS Group AG | 0.00% | Add +1.8% | 262,625 | $6.1M |
| Hurley Capital, LLC | 4.07% | Add +15.8% | 249,860 | $5.8M |
| Evergreen Capital Management LLC | 0.16% | Add +12.4% | 231,997 | $5.4M |
| Tempus Wealth Planning, LLC | 1.21% | Add +11.4% | 209,534 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +1.4% | 209,350 | $4.9M |
| NewEdge Advisors, LLC | 0.02% | Add +0.7% | 202,776 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +44.3% | 202,734 | $4.7M |
| Lido Advisors, LLC | 0.02% | Reduce -7.2% | 177,875 | $4.1M |
| FF Advisors,LLC | 2.14% | Add +3.6% | 177,871 | $4.1M |
| High Note Wealth, LLC | 0.80% | New | 150,167 | $3.5M |
| SkyView Investment Advisors, LLC | 0.50% | Reduce -29.7% | 149,642 | $3.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -7.7% | 148,248 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +11.0% | 144,299 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.8% | 143,670 | $3.3M |
| Scissortail Wealth Management, LLC | 0.79% | Reduce -3.4% | 140,803 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +66.8% | 138,721 | $3.2M |
| World Investment Advisors | 0.07% | Reduce -5.8% | 138,410 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +1.6% | 136,632 | $3.2M |
| Private Client Services, LLC | 1.17% | Reduce -5.0% | 129,040 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.4% | 126,076 | $2.9M |
| Commonwealth Financial Services, LLC | 0.45% | Reduce -17.6% | 100,262 | $2.3M |
| Straight Path Wealth Management | 0.79% | Add +12.1% | 99,793 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 93,990 | $2.2M |
| Carr Financial Group Corp | 0.57% | Add +17.7% | 83,323 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.3% | 80,035 | $1.9M |
| Eight 31 Financial, LLC | 1.21% | Add +0.6% | 79,140 | $1.8M |
| Krilogy Financial LLC | 0.10% | Reduce -2.7% | 72,641 | $1.7M |
| Cottage Street Advisors LLC | 0.85% | Add +9.7% | 69,930 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.78% | Add +0.1% | 69,536 | $1.6M |
| PFG Advisors | 0.07% | New | 69,235 | $1.6M |
| Rialto Wealth Management, LLC | 0.44% | Add +12.3% | 67,198 | $1.6M |
| Ironwood Financial, llc | 0.33% | No change | 66,160 | $1.5M |
| Absolute Capital Management, LLC | 0.71% | Reduce -4.8% | 61,035 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +7.5% | 60,020 | $1.4M |
| International Assets Investment Management, LLC | 0.10% | Add +14.5% | 55,710 | $1.3M |
| IFP Advisors, Inc | 0.04% | Reduce -20.5% | 54,911 | $1.3M |
| Landing Point Financial Group, LLC | 0.78% | Add +15.6% | 53,070 | $1.2M |
| GAMMA Investing LLC | 0.07% | Reduce -80.2% | 49,389 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Add +460.4% | 49,319 | $1.1M |
| Wrapmanager Inc. | 0.28% | Add +1.7% | 49,204 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.20% | No change | 46,638 | $1.1M |
| Nwam LLC | 0.06% | Add +26.9% | 46,335 | $1.1M |
| Rebalance, LLC | 0.07% | Add +1.4% | 43,540 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -24.7% | 41,798 | $970K |
| Timber Creek Capital Management LLC | 0.23% | Add +12.5% | 38,802 | $899K |
| Quad-Cities Investment Group, LLC | 0.40% | Add +57.1% | 37,902 | $880K |
| Steele Capital Management, Inc. | 0.04% | No change | 37,803 | $878K |
| Ascentis Independent Advisors | 0.16% | Add +0.5% | 37,325 | $867K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 34,441 | $800K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -17.6% | 34,274 | $796K |
| Headinvest, LLC | 0.17% | Reduce -2.9% | 33,425 | $776K |
| AE Wealth Management LLC | 0.01% | Add +1.6% | 33,020 | $767K |
| Parallel Advisors, LLC | 0.02% | Add +27.3% | 32,650 | $758K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +37.5% | 31,575 | $733K |
| MCF Advisors LLC | 0.05% | Add +41.8% | 29,845 | $693K |
| Snowden Capital Advisors LLC | 0.02% | No change | 29,377 | $682K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -20.2% | 29,265 | $680K |
| Klaas Financial Asset Advisors, LLC | 0.10% | Reduce -5.8% | 26,578 | $617K |
| Rothschild Wealth LLC | 0.15% | Add +0.0% | 26,056 | $605K |
| Madden Advisory Services, Inc. | 0.26% | Add +12.7% | 25,850 | $600K |
| Phillips Financial Management, LLC | 0.04% | No change | 25,436 | $591K |
| Koshinski Asset Management, Inc. | 0.04% | New | 22,128 | $514K |
| Consolidated Portfolio Review Corp | 0.07% | Add +8.4% | 21,649 | $503K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +40.4% | 21,610 | $502K |
| BWM Planning, LLC | 0.16% | Add +1.7% | 20,566 | $478K |
| Austin Private Wealth, LLC | 0.04% | Add +23.7% | 20,379 | $473K |
| Heartland Bank & Trust Co | 0.22% | Add +50.1% | 20,321 | $472K |
| Marble Harbor Investment Counsel, LLC | 0.05% | Reduce -9.7% | 18,600 | $432K |
| Delta Wealth Advisors LLC | 0.30% | Reduce -0.5% | 15,560 | $361K |
| Stifel Financial Corp. | 0.00% | Add +30.9% | 15,309 | $356K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.6% | 15,294 | $355K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +2.1% | 14,719 | $342K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.6% | 14,285 | $332K |
| Moneco Advisors, LLC | 0.03% | No change | 14,099 | $328K |
| Howland Capital Management LLC | 0.01% | No change | 13,740 | $319K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.1% | 13,223 | $307K |
| Focus Partners Wealth | 0.00% | No change | 12,832 | $298K |
| Sunbelt Securities, Inc. | 0.03% | No change | 12,750 | $295K |
| Creative Planning | 0.00% | New | 12,580 | $292K |
| High Falls Advisors, Inc | 0.06% | Add +16.5% | 12,551 | $292K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 12,435 | $289K |
| Mercer Global Advisors Inc. | 0.00% | New | 12,006 | $279K |
| Occidental Asset Management, LLC | 0.04% | No change | 11,540 | $268K |
| Orion Capital Management LLC | 0.10% | Add +52.4% | 11,000 | $256K |
| Tableaux LLC | 0.15% | New | 10,994 | $255K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -46.7% | 10,944 | $254K |
| Global Retirement Partners, LLC | 0.01% | — | 10,930 | $254K |
| Captrust Financial Advisors | 0.00% | New | 10,913 | $254K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,850 | $251K |
| 10Elms LLP | 0.27% | No change | 10,615 | $247K |
| Savant Capital, LLC | 0.00% | No change | 10,156 | $236K |
| Alaska Permanent Capital Management, LLC | 0.02% | Add +0.6% | 10,089 | $234K |
| New England Private Wealth Advisors LLC | 0.03% | Add +2.3% | 9,494 | $221K |
| M3 Advisory Group, LLC | 0.15% | Add +0.2% | 9,313 | $216K |
| Prospera Financial Services Inc | 0.00% | New | 9,067 | $211K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 7,621 | $177K |
| Ameriflex Group, Inc. | 0.08% | Add +19.5% | 6,734 | $156K |
| Principal Securities, Inc. | 0.00% | Add +39.8% | 5,822 | $135K |
| Creative Financial Designs Inc. | 0.01% | New | 5,574 | $129K |
| Comerica Bank | 0.00% | Reduce -1.6% | 4,767 | $111K |
| Spire Wealth Management | 0.00% | Reduce -37.4% | 3,955 | $92K |
| Cwm, LLC | 0.00% | Reduce -6.2% | 3,533 | $82K |
| Blue Trust, Inc. | 0.00% | Add +0.5% | 3,151 | $73K |
| Private Trust Co. NA | 0.01% | Add +9.1% | 2,345 | $54K |
| North Star Investment Management Corp. | 0.00% | New | 2,000 | $46K |
| Bank of Montreal | 0.00% | New | 1,959 | $46K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 1,309 | $30K |
| Harbour Investments, Inc. | 0.00% | Add +62.1% | 869 | $20K |
| US Bancorp \de | 0.00% | New | 400 | $9K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 384 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -52.7% | 142 | $3K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 18 | $418 |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 15 | $348 |
| 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.