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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$286K Sell
12,065
-2,679
-18% -$63.5K ﹤0.01% 2090
2025
Q1 		$342K Hold
14,744
– – ﹤0.01% 1867
2024
Q4 		$346K Buy
+14,744
New +$346K ﹤0.01% 1816