AWM
IBHI icon

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

Activest 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
Q2 		$152K Hold
6,510
– – 0.03% 138
2026
Q1 		$152K Buy
+6,510
New +$153K 0.03% 175

Other funds holding IBHI

LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Activest Wealth Management's IBHI Position: Q2 2026 in Review

Activest Wealth Management held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q2 2026 at 6,510 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #138.

Activest Wealth Management first reported a position in IBHI in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Activest Wealth Management held 6,510 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $152K as of Q2 2026.
  • Activest Wealth Management left its iShares iBonds 2029 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Activest Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.