Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Cambridge Investment Research Advisors’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 		$3.29M Buy
140,866
+74,372
+112% +$1.74M 0.01% 1222
2026
Q1 		$1.55M Buy
66,494
+18,965
+40% +$446K ﹤0.01% 1812
2025
Q4 		$1.12M Sell
47,529
-10,392
-18% -$245K ﹤0.01% 2004
2025
Q3 		$1.38M Buy
57,921
+3,139
+6% +$74.2K ﹤0.01% 1795
2025
Q2 		$1.3M Buy
54,782
+29,672
+118% +$686K ﹤0.01% 1744
2025
Q1 		$583K Sell
25,110
-176,075
-88% -$4.15M ﹤0.01% 2287
2024
Q4 		$4.72M Buy
201,185
+192,727
+2,279% +$4.56M 0.02% 838
2024
Q3 		$202K Buy
+8,458
New +$199K ﹤0.01% 3147

Other funds holding IBHI

LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
IF
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
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors's IBHI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 112% in Q2 2026, buying an estimated $1.74M and bringing the position to 140,866 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #1222.

Cambridge Investment Research Advisors first reported a position in IBHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.72M in Q4 2024. 27 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Cambridge Investment Research Advisors held 140,866 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $3.29M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 74,372 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.74M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1222 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $4.72M in Q4 2024.
  • 27 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.