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 Q3	$1M	Sell	44,000 -55,393	-56%	-$1.29M	0.18%	87
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

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Commonwealth Financial Services's IBHI Position: Q3 2026 in Review

Commonwealth Financial Services reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 56% in Q3 2026, selling an estimated $1.29M and leaving 44,000 shares worth $1M. The position accounts for 0.18% of the portfolio, ranked #87.

Commonwealth Financial Services first reported a position in IBHI in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.2M in Q1 2026. 28 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

Commonwealth Financial Services held 44,000 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1M as of Q3 2026.
Commonwealth Financial Services sold 55,393 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $1.29M.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.18% of Commonwealth Financial Services's portfolio in Q3 2026, its #87 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 8 quarters since.
Commonwealth Financial Services's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $8.2M in Q1 2026.
28 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.