ISHARES IBOND 2026 HY & INC IBHF
$22.57
+0.0% 52w: $21.75 – $22.77
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.7522.2622.77
Jun 20, 2025 Jul 2, 2026
Institutional holders
181
+6 QoQ
13F value
$640.7M
-10.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBHF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.0M | $46.9M | 0.0% | +9.0% |
| MORGAN STANLEY | Bank broker | 1.7M | $38.2M | 0.0% | +1.0% |
| Arrow Financial Corp | Wealth advisor | 1.3M | $31.0M | 3.1% | +11.0% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 1.1M | $25.8M | 1.6% | +1.6% |
| COWA, LLC | Wealth advisor | 1.1M | $25.5M | 7.4% | +14.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.1M | $24.5M | 0.0% | -0.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $23.4M | 0.0% | -8.6% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 938.5K | $21.7M | 9.2% | Held |
| STRAIGHTLINE GROUP LLC | Wealth advisor | 911.7K | $20.9M | 10.4% | +11.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 840.6K | $19.3M | 0.0% | -56.6% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 820.8K | $18.8M | 0.1% | -3.3% |
| Private Advisor Group, LLC | Wealth advisor | 685.6K | $15.7M | 0.1% | -47.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 664.5K | $15.3M | 0.0% | -8.9% |
| LITTLEJOHN FINANCIAL SERVICES, INC. | Wealth advisor | 598.0K | $13.7M | 10.3% | -1.1% |
| Hurley Capital, LLC | Wealth advisor | 571.8K | $13.1M | 7.0% | +9.0% |
| Ruggaard & Associates LLC | Wealth advisor | 528.3K | $12.1M | 4.8% | +0.8% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 476.5K | $10.9M | 0.5% | -0.3% |
| Cornerstone Planning, LLC | Other | 428.9K | $9.9M | 2.2% | -2.8% |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 418.3K | $9.6M | 2.9% | +55.7% |
| Cetera Investment Advisers | Wealth advisor | 418.2K | $9.6M | 0.0% | -0.5% |
| BIP Wealth, LLC | Wealth advisor | 398.9K | $9.2M | 0.4% | +8.0% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 389.4K | $8.9M | 0.1% | +2.4% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 338.0K | $7.8M | 0.0% | -64.9% |
| Mutual Advisors, LLC | Wealth advisor | 330.6K | $7.6M | 0.2% | +8.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 318.5K | $7.3M | 0.1% | -2.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 301.5K | $6.9M | 0.0% | -78.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 284.9K | $6.5M | 0.1% | +5.0% |
| Delta Wealth Advisors LLC | Wealth advisor | 283.5K | $6.5M | 5.0% | +118.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 259.4K | $6.0M | 0.1% | -0.5% |
| TABR Capital Management, LLC | Wealth advisor | 244.0K | $5.6M | 5.2% | +4.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 238.2K | $5.5M | 0.0% | +5.7% |
| Tempus Wealth Planning, LLC | Wealth advisor | 226.3K | $5.2M | 1.2% | -13.6% |
| Marathon Mission, Inc. | Wealth advisor | 223.4K | $5.1M | 3.0% | +3.0% |
| UBS Group AG | Bank broker | 196.8K | $4.5M | 0.0% | -8.5% |
| Csenge Advisory Group | Wealth advisor | 192.3K | $4.4M | 0.2% | +92.5% |
| ROYAL BANK OF CANADA | Bank broker | 191.1K | $4.4M | 0.0% | -48.2% |
| High Note Wealth, LLC | Wealth advisor | 186.4K | $4.3M | 0.8% | +3.1% |
| EP Wealth Advisors, LLC | Wealth advisor | 184.7K | $4.2M | 0.0% | -19.1% |
| Scissortail Wealth Management, LLC | Wealth advisor | 172.8K | $4.0M | 0.8% | +16.6% |
| EVEXIA WEALTH LLC ★2 | Fundamental diversified | 163.6K | $3.7M | 1.0% | +16.6% |
| Krilogy Financial LLC | Wealth advisor | 155.4K | $3.6M | 0.1% | -0.4% |
| Lido Advisors, LLC | Wealth advisor | 150.2K | $3.4M | 0.0% | -14.0% |
| FF Advisors,LLC | Wealth advisor | 137.0K | $3.1M | 1.3% | -39.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 132.9K | $3.1M | 0.0% | +6.1% |
| Keeler Thomas Management LLC | Other | 131.5K | $3.0M | 1.3% | -69.0% |
| Ironwood Financial, llc | Wealth advisor | 131.0K | $3.0M | 0.5% | +4.5% |
| Ascentis Independent Advisors | Other | 126.6K | $2.9M | 0.2% | +133.1% |
| JANE STREET GROUP, LLC | Market maker | 120.6K | $2.8M | 0.0% | -45.7% |
| Straight Path Wealth Management | Wealth advisor | 118.2K | $2.7M | 0.7% | +0.6% |
| Parallel Advisors, LLC | Wealth advisor | 117.1K | $2.7M | 0.0% | +127.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.