1WM
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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
Q3 		$250K Buy
10,937
+1,120
+11% +$26K 0.01% 339
2026
Q2 		$230K Hold
9,817
– – 0.01% 286
2026
Q1 		$229K Buy
+9,817
New +$231K 0.01% 243

Other funds holding IBHI

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

1900 Wealth Management's IBHI Position: Q3 2026 in Review

1900 Wealth Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 11% in Q3 2026, buying an estimated $26K and bringing the position to 10,937 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #339.

1900 Wealth Management first reported a position in IBHI in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • 1900 Wealth Management held 10,937 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $250K as of Q3 2026.
  • 1900 Wealth Management bought 1,120 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $26K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of 1900 Wealth Management's portfolio in Q3 2026, its #339 holding.
  • 1900 Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.