ISHARESIBOND2031HIGHYLDINCIBHKETF

13F holders, Q2 2026 (June 30)
32holders −2
4new positions
6sold out
$25.77avg. 13F price*

At the end of Q2 2026, 32 institutions reported holding ISHARESIBOND2031HIGHYLDINC (IBHK) in their 13F filings, down 2 from Q1 2026. 4 opened new positions and 6 sold out. The largest holders were LBMC Investment Advisors, LLC ($17.2M), BlackRock, Inc. ($4.3M) and Integrated Wealth Concepts LLC ($2.1M).

Company
ISHARESIBOND2031HIGHYLDINC
CUSIP
46438G661
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q2 2024: 3Q2 2024Q3 2024: 5Q3 2024Q4 2024: 9Q4 2024Q1 2025: 12Q1 2025Q2 2025: 11Q2 2025Q3 2025: 22Q3 2025Q4 2025: 27Q4 2025Q1 2026: 34Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$4.8M
Exits6$1.1M

All 13F filers, Q1 2026 → Q2 2026: 475,658 shares bought and 71,585 shares sold, net +404,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

LBMC Investment Advisors, LLC 0.94% Add +37.1% 665,633 $17.2M
BlackRock, Inc. 0.00% New 168,374 $4.3M
Integrated Wealth Concepts LLC 0.01% Add +48.7% 80,270 $2.1M
LPL Financial LLC 0.00% Add +28.9% 75,368 $1.9M
First Western Trust Bank 0.08% Add +241.8% 65,429 $1.7M
Straight Path Wealth Management 0.39% Add +0.7% 65,230 $1.7M
Bank of America Corp. 0.00% Add +9.3% 40,799 $1.1M
Wrapmanager Inc. 0.23% Reduce -10.5% 28,510 $735K
Bullock Wealth Management Group 0.30% Add +28.1% 26,773 $685K
Morgan Stanley 0.00% Reduce -4.8% 21,260 $548K
Focused Alpha, LLC 0.12% Add +1.8% 17,780 $458K
Lido Advisors, LLC 0.00% New 16,780 $432K
Kestra Private Wealth Services, LLC 0.00% Add +31.5% 16,778 $432K
Keeler Thomas Management LLC 0.12% Reduce -65.2% 13,335 $344K
Captrust Financial Advisors 0.00% No change 12,030 $310K
Raymond James Financial Inc. 0.00% Add +25.5% 11,810 $304K
Aspen Wealth Management LLC 0.05% No change 11,586 $299K
Segment Wealth Management, LLC 0.01% Add +13.0% 10,340 $266K
Ellis Investment Partners, LLC 0.04% Add +5.4% 10,214 $263K
Reliant Wealth Planning 0.07% No change 10,067 $259K
Royal Bank of Canada 0.00% No change 5,307 $136K
Osaic Holdings, Inc. 0.00% Add +9.7% 3,674 $95K
CNB Bank 0.03% Add +4.9% 3,400 $88K
Orion Capital Management LLC 0.02% No change 3,000 $77K
Wells Fargo & Company 0.00% No change 2,638 $68K
Barrett & Company, Inc. 0.02% No change 2,474 $64K
IFP Advisors, Inc 0.00% No change 1,599 $41K
Brown, Lisle/Cummings, Inc. 0.01% New 1,160 $30K
NewEdge Advisors, LLC 0.00% New 777 $20K
AE Wealth Management LLC 0.00% Add +72.2% 737 $19K
Bogart Wealth, LLC 0.00% No change 578 $15K
Harbour Investments, Inc. 0.00% No change 62 $2K

"% of holder's portfolio" is IBHK's weight in each manager's 13F, not the share of ISHARESIBOND2031HIGHYLDINC the manager owns.