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

Commonwealth Financial 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 		$2.32M Sell
99,393
-252,583
-72% -$5.91M 0.31% 63
2026
Q1 		$8.2M Buy
351,976
+23,163
+7% +$545K 1.3% 24
2025
Q4 		$7.77M Buy
328,813
+14,765
+5% +$349K 1.28% 25
2025
Q3 		$7.49M Buy
314,048
+7,814
+3% +$185K 1.28% 25
2025
Q2 		$7.25M Buy
306,234
+601
+0.2% +$13.9K 1.4% 22
2025
Q1 		$7.1M Buy
305,633
+295,784
+3,003% +$6.96M 1.45% 19
2024
Q4 		$231K Buy
+9,849
New +$233K 0.05% 175

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

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

Commonwealth Financial Services reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 72% in Q2 2026, selling an estimated $5.91M and leaving 99,393 shares worth $2.32M. The position accounts for 0.31% of the portfolio, ranked #63.

Commonwealth Financial Services first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.2M in Q1 2026. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Commonwealth Financial Services held 99,393 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $2.32M as of Q2 2026.
  • Commonwealth Financial Services sold 252,583 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.91M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.31% of Commonwealth Financial Services's portfolio in Q2 2026, its #63 holding.
  • Commonwealth Financial Services 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.
  • Commonwealth Financial Services's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $8.2M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.