BridgePort Financial Solutions’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

BridgePort Financial Solutions’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 Q1	–	Sell	-16,441	Closed	-$389K	–	242
2025 Q4	$389K	Sell	16,441 -129	-0.8%	-$3.05K	0.1%	152
2025 Q3	$395K	Buy	16,570 +5,930	+56%	+$140K	0.11%	148
2025 Q2	$252K	Sell	10,640 -166	-2%	-$3.84K	0.08%	161
2025 Q1	$251K	Hold	10,806	–	–	0.11%	140
2024 Q4	$256K	Buy	+10,806	New	+$256K	0.12%	138

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BridgePort Financial Solutions's IBHI Position: Q1 2026 in Review

BridgePort Financial Solutions sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2026, closing a stake of 16,441 shares — an estimated $389K sold.

BridgePort Financial Solutions first reported a position in IBHI in Q4 2024 and held it in 5 quarters. The position peaked at $395K in Q3 2025. 92 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

BridgePort Financial Solutions reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
BridgePort Financial Solutions sold 16,441 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $389K.
BridgePort Financial Solutions first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and held it in 5 quarters.
BridgePort Financial Solutions's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $395K in Q3 2025.
92 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.