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Freestone Capital Holdings’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Freestone Capital Holdings’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 		$263K Sell
11,245
-3,742
-25% -$87.5K 0.01% 513
2026
Q1 		$349K Sell
14,987
-5,532
-27% -$130K 0.01% 415
2025
Q4 		$485K Buy
20,519
+1,371
+7% +$32.4K 0.01% 349
2025
Q3 		$457K Buy
+19,148
New +$453K 0.01% 363

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
NA
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

Freestone Capital Holdings's IBHI Position: Q2 2026 in Review

Freestone Capital Holdings reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 25% in Q2 2026, selling an estimated $87.5K and leaving 11,245 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #513.

Freestone Capital Holdings first reported a position in IBHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $485K in Q4 2025. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Freestone Capital Holdings held 11,245 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $263K as of Q2 2026.
  • Freestone Capital Holdings sold 3,742 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $87.5K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #513 holding.
  • Freestone Capital Holdings first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Freestone Capital Holdings's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $485K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.