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

CAPTRUST Financial 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 		$387K Hold
16,539
– – ﹤0.01% 2376
2026
Q1 		$385K Buy
16,539
+310
+2% +$7.29K ﹤0.01% 2213
2025
Q4 		$383K Buy
16,229
+3,750
+30% +$88.6K ﹤0.01% 2068
2025
Q3 		$298K Buy
12,479
+414
+3% +$9.79K ﹤0.01% 2173
2025
Q2 		$286K Sell
12,065
-2,679
-18% -$61.9K ﹤0.01% 2090
2025
Q1 		$342K Hold
14,744
– – ﹤0.01% 1867
2024
Q4 		$346K Buy
+14,744
New +$349K ﹤0.01% 1816

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

CAPTRUST Financial Advisors's IBHI Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q2 2026 at 16,539 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

CAPTRUST Financial Advisors first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • CAPTRUST Financial Advisors held 16,539 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $387K as of Q2 2026.
  • CAPTRUST Financial Advisors 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 ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2376 holding.
  • CAPTRUST Financial Advisors 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.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.