Blue Trust Inc’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Blue Trust Inc’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	$19.8K	Buy	849 +14	+2%	+$327	﹤0.01%	1660
2026 Q1	$19.4K	Buy	835 +9	+1%	+$212	﹤0.01%	1656
2025 Q4	$19.5K	Buy	826 +18	+2%	+$425	﹤0.01%	1686
2025 Q3	$19.3K	Buy	808 +14	+2%	+$331	﹤0.01%	1673
2025 Q2	$18.8K	Buy	794 +14	+2%	+$324	﹤0.01%	1694
2025 Q1	$18.1K	Buy	780 +9	+1%	+$212	﹤0.01%	1677
2024 Q4	$18.1K	Buy	+771	New	+$18.2K	﹤0.01%	1630

Other funds holding IBHI

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

RSEWM

River's Edge Wealth Management Beaver, Pennsylvania $114M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Blue Trust Inc's IBHI Position: Q2 2026 in Review

Blue Trust Inc increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 1.7% in Q2 2026, buying an estimated $327 and bringing the position to 849 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Blue Trust Inc first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. 17 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Blue Trust Inc held 849 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $19.8K as of Q2 2026.
Blue Trust Inc bought 14 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $327.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1660 holding.
Blue Trust Inc first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
17 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.