Atomic Invest
IBHI icon

Atomic Invest’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Atomic Invest’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 		$17.2K Buy
755
+5
+0.7% +$116 ﹤0.01% 255
2026
Q2 		$17.5K Hold
750
– – ﹤0.01% 225
2026
Q1 		$17.3K Buy
+750
New +$17.6K 0.01% 207

Other funds holding IBHI

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Littlejohn Financial Services
Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return
Scissortail Wealth Management
Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Atomic Invest's IBHI Position: Q3 2026 in Review

Atomic Invest increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 0.67% in Q3 2026, buying an estimated $116 and bringing the position to 755 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Atomic Invest first reported a position in IBHI in Q1 2026 and has held it in 3 quarters since. The position peaked at $17.5K in Q2 2026. 84 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • Atomic Invest held 755 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $17.2K as of Q3 2026.
  • Atomic Invest bought 5 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $116.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Atomic Invest's portfolio in Q3 2026, its #255 holding.
  • Atomic Invest 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.
  • Atomic Invest's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $17.5K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.