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

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return