Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2026 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
369KNew |
$8.56M - $8.64M
|
369K
$8.56M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
283K+ 43.27% |
$6.57M - $6.63M
|
938K
$21.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
140KNew |
$3.25M - $3.28M
|
140K
$3.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
73K+ 38.65% |
$1.69M - $1.71M
|
262K
$6.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38.2K+ 259.79% |
$885K - $893K
|
52.9K
$1.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
37K+ 160.9% |
$858K - $865K
|
60K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
22K+ 553.98% |
$509K - $514K
|
25.9K
$601K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
14.7K+ 13.32% |
$341K - $344K
|
125K
$2.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$324K - $327K
|
14K
$324K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8K+ 3.49% |
$297K - $300K
|
380K
$8.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
7.38K+ 2.82% |
$171K - $173K
|
269K
$6.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.89K+ 59.74% |
$160K - $161K
|
18.4K
$427K
|
|
|
Jan 05, 2026
Q4 2025
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
5.87K+ 2.78% |
$136K - $137K
|
217K
$5.03M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.95K+ 33.39% |
$115K - $116K
|
19.8K
$458K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.94K+ 11.69% |
$115K - $116K
|
47.2K
$1.09M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.03K+ 10.22% |
$47.1K - $47.5K
|
21.9K
$508K
|
|
|
Jan 23, 2026
Q4 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
1.82K+ 4.69% |
$42.2K - $42.6K
|
40.6K
$942K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.54K+ 3.29% |
$35.7K - $36K
|
48.3K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
202+ 1.2% |
$4.68K - $4.72K
|
17.1K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
140+ 0.94% |
$3.25K - $3.27K
|
15K
$347K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
123+ 1.83% |
$2.85K - $2.88K
|
6.85K
$159K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
28+ 0.3% |
$649 - $655
|
9.36K
$217K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-322- 10.17% |
$7.46K - $7.53K
|
2.84K
$65.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-7.78K- 11.01% |
$180K - $182K
|
62.9K
$1.46M
|
|