EIP
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Ellis Investment Partners’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Ellis Investment Partners’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 		$262K Buy
11,187
+572
+5% +$13.4K 0.04% 251
2026
Q1 		$247K Buy
10,615
+1,215
+13% +$28.6K 0.04% 233
2025
Q4 		$222K Buy
+9,400
New +$222K 0.04% 230

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
NewEdge Advisors
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

Ellis Investment Partners's IBHI Position: Q2 2026 in Review

Ellis Investment Partners increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 5.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 11,187 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #251.

Ellis Investment Partners first reported a position in IBHI in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Ellis Investment Partners held 11,187 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $262K as of Q2 2026.
  • Ellis Investment Partners bought 572 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $13.4K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.04% of Ellis Investment Partners's portfolio in Q2 2026, its #251 holding.
  • Ellis Investment Partners first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Ellis Investment Partners's 13F filing for Q2 2026, filed 5 Aug 2026.