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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
New +$842K 0.36% 67

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 $103B AUM 28.65% 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 opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026: 35,995 shares worth $839K. The stake represents 0.36% of the portfolio and ranks #67 among its holdings.

93 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.
  • iShares iBonds 2029 Term High Yield and Income ETF was a new Bullock Wealth Management position in Q2 2026.
  • 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.
  • 93 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.