1900 Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

1900 Wealth Management’s Portfolio IBHI Stock Details IBHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Buy	+9,817	New	+$231K	0.01%	243

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1900 Wealth Management's IBHI Position: Q1 2026 in Review

1900 Wealth Management opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2026: 9,817 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings.

91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

1900 Wealth Management held 9,817 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $229K as of Q1 2026.
iShares iBonds 2029 Term High Yield and Income ETF was a new 1900 Wealth Management position in Q1 2026.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of 1900 Wealth Management's portfolio in Q1 2026, its #243 holding.
91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.