Beacon Pointe Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Beacon Pointe Advisors’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	$1.62M	Buy	69,368 +12,263	+21%	+$287K	0.01%	839
2026 Q1	$1.33M	Buy	57,105 +8,489	+17%	+$200K	0.01%	889
2025 Q4	$1.15M	Buy	48,616 +7,414	+18%	+$175K	0.01%	788
2025 Q3	$983K	Buy	41,202 +3,308	+9%	+$78.2K	0.01%	766
2025 Q2	$898K	Sell	37,894 -380	-1%	-$8.78K	0.01%	697
2025 Q1	$889K	Buy	38,274 +10,665	+39%	+$251K	0.01%	669
2024 Q4	$647K	Buy	27,609 +5,077	+23%	+$120K	0.01%	749
2024 Q3	$539K	Buy	+22,532	New	+$530K	0.01%	822

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

Beacon Pointe Advisors's IBHI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 21% in Q2 2026, buying an estimated $287K and bringing the position to 69,368 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #839.

Beacon Pointe Advisors first reported a position in IBHI in Q3 2024 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Beacon Pointe Advisors held 69,368 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.62M as of Q2 2026.
Beacon Pointe Advisors bought 12,263 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $287K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #839 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
95 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.