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

Basepoint 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
2026 Q2	$1.17K	Buy	+50	New	+$1.17K	﹤0.01%	557

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

Basepoint Wealth's IBHI Position: Q2 2026 in Review

Basepoint Wealth opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026: 50 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings.

93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Basepoint Wealth held 50 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.17K as of Q2 2026.
iShares iBonds 2029 Term High Yield and Income ETF was a new Basepoint Wealth position in Q2 2026.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #557 holding.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.