Advisory Services Network’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Advisory Services Network’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	–	Sell	-5,382	Closed	-$125K	–	3332
2026 Q1	$125K	Buy	+5,382	New	+$127K	﹤0.01%	2073
2025 Q4	–	Sell	-2,148	Closed	-$51.2K	–	2964
2025 Q3	$51.2K	Buy	+2,148	New	+$50.8K	﹤0.01%	2443

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Services Network's IBHI Position: Q2 2026 in Review

Advisory Services Network sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026, closing a stake of 5,382 shares — an estimated $125K sold.

Advisory Services Network first reported a position in IBHI in Q3 2025 and held it in 2 quarters. The position peaked at $125K in Q1 2026. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Advisory Services Network reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 5,382 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $125K.
Advisory Services Network first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and held it in 2 quarters.
Advisory Services Network's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $125K in Q1 2026.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.