Envestnet Asset Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Envestnet Asset Management’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	$3.42M	Buy	146,393 +103,121	+238%	+$2.41M	﹤0.01%	2737
2026 Q1	$1.01M	Buy	43,272 +14,333	+50%	+$337K	﹤0.01%	3469
2025 Q4	$684K	Buy	+28,939	New	+$684K	﹤0.01%	3491
2025 Q3	–	Sell	-13,556	Closed	-$321K	–	4583
2025 Q2	$321K	Buy	+13,556	New	+$313K	﹤0.01%	3983

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 $104B AUM 28.3% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management's IBHI Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 238% in Q2 2026, buying an estimated $2.41M and bringing the position to 146,393 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Envestnet Asset Management first reported a position in IBHI in Q2 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Envestnet Asset Management held 146,393 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $3.42M as of Q2 2026.
Envestnet Asset Management bought 103,121 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.41M.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2737 holding.
Envestnet Asset Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.