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

Clearstead 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
2025
Q4 		– Sell
-167
Closed -$3.98K – 2982
2025
Q3 		$3.98K Buy
+167
New +$3.95K ﹤0.01% 2243

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's IBHI Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q4 2025, closing a stake of 167 shares — an estimated $3.98K sold.

Clearstead Advisors first reported a position in IBHI in Q3 2025 and held it in 1 quarter. The position peaked at $3.98K in Q3 2025. 75 funds tracked by Wall St. Rank hold IBHI as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 167 iShares iBonds 2029 Term High Yield and Income ETF shares in Q4 2025, an estimated $3.98K.
  • Clearstead Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $3.98K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.