Barrett & Company’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Barrett & Company’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	$45.5K	Hold	1,944	–	–	0.01%	327
2026 Q1	$45.3K	Hold	1,944	–	–	0.02%	299
2025 Q4	$45.9K	Hold	1,944	–	–	0.02%	308
2025 Q3	$46.4K	Hold	1,944	–	–	0.02%	309
2025 Q2	$46.1K	Buy	+1,944	New	+$44.9K	0.02%	308

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

Barrett & Company's IBHI Position: Q2 2026 in Review

Barrett & Company held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q2 2026 at 1,944 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #327.

Barrett & Company first reported a position in IBHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $46.4K in Q3 2025. 94 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Barrett & Company held 1,944 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $45.5K as of Q2 2026.
Barrett & Company 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 0.01% of Barrett & Company's portfolio in Q2 2026, its #327 holding.
Barrett & Company first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
Barrett & Company's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $46.4K in Q3 2025.
94 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.