Bradley & Co Private Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Bradley & Co Private Wealth Management’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	$3.39M	Hold	144,942	–	–	1.62%	14
2026 Q1	$3.37M	Hold	144,942	–	–	1.78%	14
2025 Q4	$3.42M	Sell	144,942 -432	-0.3%	-$10.2K	1.81%	15
2025 Q3	$3.47M	Hold	145,374	–	–	1.92%	15
2025 Q2	$3.44M	Buy	145,374 +25,333	+21%	+$585K	2.11%	13
2025 Q1	$2.79M	Buy	120,041 +117,841	+5,356%	+$2.77M	1.9%	13
2024 Q4	$51.6K	Buy	+2,200	New	+$52K	0.03%	71
2024 Q2	$50.9K	Sell	2,200 -309	-12%	-$7.11K	0.04%	67
2024 Q1	$58.6K	Hold	2,509	–	–	0.05%	59
2023 Q4	$58.1K	Hold	2,509	–	–	0.05%	54
2023 Q3	$54.7K	Hold	2,509	–	–	0.06%	54
2023 Q2	$55.9K	Hold	2,509	–	–	0.06%	53
2023 Q1	$56.4K	Hold	2,509	–	–	0.06%	54
2022 Q4	$54.4K	Buy	+2,509	New	+$54.6K	0.07%	58

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

Bradley & Co Private Wealth Management's IBHI Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q2 2026 at 144,942 shares worth $3.39M. The position accounts for 1.62% of the portfolio, ranked #14.

Bradley & Co Private Wealth Management first reported a position in IBHI in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.47M in Q3 2025. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Bradley & Co Private Wealth Management held 144,942 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $3.39M as of Q2 2026.
Bradley & Co Private Wealth Management 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 1.62% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #14 holding.
Bradley & Co Private Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2022 and has held it in 14 quarters since.
Bradley & Co Private Wealth Management's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $3.47M in Q3 2025.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.