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Ishares Ibonds 2032 HY Inc (IBHL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Straight Path Wealth Management
INCREASED
Shares63,799 from 49,163
Change+14,636 (+30%)
Value$1.6M (+$311.7K)
Filed 2026-10-23
Collaborative Fund Advisors, LLC
NEW
Shares30,486
Change+30,486
Value$746.0K
Filed 2026-11-02
MCF Advisors LLC
INCREASED
Shares22,513 from 20,934
Change+1,579 (+8%)
Value$550.9K (+$18.9K)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares20,638 from 19,265
Change+1,373 (+7%)
Value$502.2K (+$14.9K)
Filed 2026-10-09
LPL Financial LLC
NEW
Shares10,702
Change+10,702
Value$261.9K
Filed 2026-11-06
Mlp3, LLC
NEW
Shares10,162
Change+10,162
Value$248.7K
Filed 2026-10-22
Focused Alpha, LLC
NEW
Shares9,488
Change+9,488
Value$232.2K
Filed 2026-10-20
Segment Wealth Management, LLC
NEW
Shares8,750
Change+8,750
Value$214.1K
Filed 2026-10-26
CNB Bank
UNCHANGED
Shares2,563 from 2,563
Change0 (0%)
Value$62.7K (-$2.4K)
Filed 2026-11-09
Lbmc Investment Advisors, LLC
N/A
Shares— from 164,572
Change-164,572 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 66,035
Change-66,035 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 39,462
Change-39,462 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 35,490
Change-35,490 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 26,132
Change-26,132 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 26,132
Change-26,132 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,211
Change-12,211 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 664
Change-664 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Status
Straight Path Wealth Management
INCREASED63,79949,163+14,636+30%$1.2M$1.6M+$311.7K2026-10-23
Collaborative Fund Advisors, LLC
NEW30,486—+30,486——$746.0K—2026-11-02
MCF Advisors LLC
INCREASED22,51320,934+1,579+8%$532.0K$550.9K+$18.9K2026-10-28
Bullock Wealth Management Group
INCREASED20,63819,265+1,373+7%$487.3K$502.2K+$14.9K2026-10-09
LPL Financial LLC
NEW10,702—+10,702——$261.9K—2026-11-06
Mlp3, LLC
NEW10,162—+10,162——$248.7K—2026-10-22
Focused Alpha, LLC
NEW9,488—+9,488——$232.2K—2026-10-20
Segment Wealth Management, LLC
NEW8,750—+8,750——$214.1K—2026-10-26
CNB Bank
UNCHANGED2,5632,56300%$65.1K$62.7K-$2.4K2026-11-09
Lbmc Investment Advisors, LLC
N/A—164,572-164,572-100%$4.2M———
First Western Trust Bank
N/A—66,035-66,035-100%$1.7M———
Bank of America Corp
N/A—39,462-39,462-100%$1.0M———
Integrated Wealth Concepts LLC
N/A—35,490-35,490-100%$902.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—26,132-26,132-100%$664.1K———
BFC Planning, Inc.
N/A—26,132-26,132-100%$664.1K———
Morgan Stanley
N/A—12,211-12,211-100%$310.3K———
Northwestern Mutual Wealth Management Co
N/A—3,900-3,900-100%$99.1K———
Wells Fargo & Company
N/A—664-664-100%$16.9K———
Bogart Wealth, LLC
N/A—581-581-100%$14.8K———
AE Wealth Management LLC
N/A—431-431-100%$11.0K———
Showing 20 of 20 institutions