Commonwealth Equity Services’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Commonwealth Equity Services’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	$12.1M	Sell	515,401 -19,461	-4%	-$455K	0.02%	843
2026 Q1	$12.5M	Sell	534,862 -42,342	-7%	-$996K	0.02%	774
2025 Q4	$13.6M	Buy	577,204 +270,103	+88%	+$6.38M	0.02%	742
2025 Q3	$7.32M	Sell	307,101 -16,733	-5%	-$396K	0.01%	1095
2025 Q2	$7.67M	Buy	323,834 +13,388	+4%	+$309K	0.01%	1064
2025 Q1	$7.21M	Buy	310,446 +11,742	+4%	+$276K	0.01%	1052
2024 Q4	$7M	Buy	298,704 +2,623	+0.9%	+$62.1K	0.01%	1025
2024 Q3	$7.08M	Buy	296,081 +163,824	+124%	+$3.85M	0.01%	1011
2024 Q2	$3.06M	Buy	132,257 +26,316	+25%	+$606K	﹤0.01%	1509
2024 Q1	$2.48M	Buy	105,941 +80,059	+309%	+$1.85M	﹤0.01%	1638
2023 Q4	$599K	Buy	+25,882	New	+$573K	﹤0.01%	2560

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services's IBHI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 3.6% in Q2 2026, selling an estimated $455K and leaving 515,401 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #843.

Commonwealth Equity Services first reported a position in IBHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2025. 86 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Commonwealth Equity Services held 515,401 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $12.1M as of Q2 2026.
Commonwealth Equity Services sold 19,461 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $455K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #843 holding.
Commonwealth Equity Services first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $13.6M in Q4 2025.
86 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.