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

Financial Consulate’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	$6.58K	Buy	+288	New	+$6.69K	﹤0.01%	818

Other funds holding IBHI

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Financial Consulate's IBHI Position: Q3 2026 in Review

Financial Consulate opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2026: 288 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings.

64 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

Financial Consulate held 288 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $6.58K as of Q3 2026.
iShares iBonds 2029 Term High Yield and Income ETF was a new Financial Consulate position in Q3 2026.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #818 holding.
64 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.