ISHARESIBOND2031HIGHYLDINCIBHKETF
13F holders, Q1 2026 (March 31)34holders +7
7new positions
0sold out
$25.45avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding ISHARESIBOND2031HIGHYLDINC (IBHK) in their 13F filings, up 7 from Q4 2025. 7 opened new positions and 0 sold out. The largest holders were LBMC Investment Advisors, LLC ($12.4M), Straight Path Wealth Management ($1.6M) and LPL Financial LLC ($1.5M).
- Company
- ISHARESIBOND2031HIGHYLDINC
- CUSIP
- 46438G661
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $906K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 182,304 shares bought and 108,413 shares sold, net +73,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LBMC Investment Advisors, LLC | 0.75% | Add +14.8% | 485,609 | $12.4M |
| Straight Path Wealth Management | 0.44% | Add +4.8% | 64,751 | $1.6M |
| LPL Financial LLC | 0.00% | Add +510.8% | 58,456 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.7% | 53,965 | $1.4M |
| Keeler Thomas Management LLC | 0.41% | Reduce -60.7% | 38,303 | $975K |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 37,339 | $950K |
| Wrapmanager Inc. | 0.28% | Reduce -0.4% | 31,862 | $811K |
| Jane Street Group, LLC | 0.00% | Reduce -57.9% | 28,734 | $731K |
| Morgan Stanley | 0.00% | Add +106.1% | 22,321 | $568K |
| Bullock Wealth Management Group | 0.27% | Add +31.7% | 20,900 | $530K |
| First Western Trust Bank | 0.02% | New | 19,143 | $487K |
| Focused Alpha, LLC | 0.14% | Add +29.6% | 17,474 | $445K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +6.3% | 12,761 | $325K |
| Captrust Financial Advisors | 0.00% | Add +0.9% | 12,030 | $306K |
| Aspen Wealth Management LLC | 0.06% | No change | 11,586 | $295K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -44.6% | 10,390 | $264K |
| Reliant Wealth Planning | 0.08% | No change | 10,067 | $256K |
| Ellis Investment Partners, LLC | 0.04% | Add +12.9% | 9,693 | $247K |
| Raymond James Financial Inc. | 0.00% | Add +4.8% | 9,410 | $239K |
| Segment Wealth Management, LLC | 0.01% | New | 9,150 | $233K |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 5,307 | $135K |
| Osaic Holdings, Inc. | 0.00% | Add +110.4% | 3,349 | $85K |
| CNB Bank | 0.03% | Reduce -0.5% | 3,240 | $82K |
| Orion Capital Management LLC | 0.03% | No change | 3,000 | $76K |
| Wells Fargo & Company | 0.00% | New | 2,638 | $67K |
| Ascentis Independent Advisors | 0.00% | New | 2,550 | $65K |
| Barrett & Company, Inc. | 0.02% | No change | 2,474 | $63K |
| IFP Advisors, Inc | 0.00% | New | 1,599 | $41K |
| Bogart Wealth, LLC | 0.00% | No change | 578 | $15K |
| AE Wealth Management LLC | 0.00% | New | 428 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 270 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.3% | 157 | $4K |
| UBS Group AG | 0.00% | New | 103 | $3K |
| 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.