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

Austin Private Wealth’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
2025
Q4 		$244K Sell
10,326
-182
-2% -$4.3K 0.02% 256
2025
Q3 		$251K Sell
10,508
-1,079
-9% -$25.5K 0.02% 255
2025
Q2 		$274K Sell
11,587
-75
-0.6% -$1.73K 0.02% 249
2025
Q1 		$271K Buy
11,662
+2,667
+30% +$62.8K 0.02% 241
2024
Q4 		$211K Buy
+8,995
New +$213K 0.02% 265

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Austin Private Wealth's IBHI Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 1.7% in Q4 2025, selling an estimated $4.3K and leaving 10,326 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #256.

Austin Private Wealth first reported a position in IBHI in Q4 2024 and has held it in 5 quarters since. The position peaked at $274K in Q2 2025. 75 funds tracked by Wall St. Rank hold IBHI as of Q4 2025.

  • Austin Private Wealth held 10,326 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $244K as of Q4 2025.
  • Austin Private Wealth sold 182 iShares iBonds 2029 Term High Yield and Income ETF shares in Q4 2025, an estimated $4.3K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #256 holding.
  • Austin Private Wealth first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and has held it in 5 quarters since.
  • Austin Private Wealth's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $274K in Q2 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.