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

Bullock 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 		$839K Buy
35,995
+7,011
+24% +$164K 0.36% 67
2026
Q1 		$672K Buy
28,984
+4,701
+19% +$111K 0.34% 73
2025
Q4 		$574K Buy
24,283
+4,403
+22% +$104K 0.28% 83
2025
Q3 		$472K Buy
19,880
+1,211
+6% +$28.6K 0.23% 96
2025
Q2 		$439K Buy
18,669
+1,681
+10% +$38.9K 0.23% 97
2025
Q1 		$393K Buy
16,988
+4,931
+41% +$116K 0.22% 101
2024
Q4 		$283K Buy
+12,057
New +$285K 0.16% 115

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bullock Wealth Management's IBHI Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 24% in Q2 2026, buying an estimated $164K and bringing the position to 35,995 shares worth $839K. The position accounts for 0.36% of the portfolio, ranked #67.

Bullock Wealth Management first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Bullock Wealth Management held 35,995 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $839K as of Q2 2026.
  • Bullock Wealth Management bought 7,011 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $164K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.36% of Bullock Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Bullock Wealth Management 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.
  • 95 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.