BFC Planning, Inc.’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

BFC Planning, Inc.’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	$431K	Buy	18,431 +3,435	+23%	+$80.4K	0.02%	657
2026 Q1	$349K	Buy	14,996 +1,251	+9%	+$29.4K	0.02%	679
2025 Q4	$325K	Buy	13,745 +99	+0.7%	+$2.34K	0.01%	687
2025 Q3	$325K	Buy	13,646 +1,944	+17%	+$46K	0.02%	503
2025 Q2	$277K	Buy	11,702 +87	+0.7%	+$2.01K	0.02%	514
2025 Q1	$270K	Buy	11,615 +854	+8%	+$20.1K	0.02%	502
2024 Q4	$252K	Buy	+10,761	New	+$255K	0.02%	523

Other funds holding IBHI

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 $106B AUM 21.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

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

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

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

BFC Planning, Inc.'s IBHI Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 23% in Q2 2026, buying an estimated $80.4K and bringing the position to 18,431 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #657.

BFC Planning, Inc. first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

BFC Planning, Inc. held 18,431 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $431K as of Q2 2026.
BFC Planning, Inc. bought 3,435 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $80.4K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #657 holding.
BFC Planning, Inc. first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
98 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.