GAMMA Investing’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

GAMMA Investing’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	$298K	Buy	12,725 +7,472	+142%	+$175K	0.01%	981
2026 Q1	$122K	Buy	5,253 +2,500	+91%	+$58.8K	0.01%	1517
2025 Q4	$65.1K	Buy	2,753 +27	+1%	+$638	﹤0.01%	1886
2025 Q3	$65K	Sell	2,726 -456	-14%	-$10.8K	﹤0.01%	1815
2025 Q2	$75.4K	Sell	3,182 -5,534	-63%	-$128K	﹤0.01%	1638
2025 Q1	$202K	Buy	8,716 +148	+2%	+$3.48K	0.02%	760
2024 Q4	$201K	Sell	8,568 -186	-2%	-$4.4K	0.02%	689
2024 Q3	$209K	Buy	8,754 +3,693	+73%	+$86.8K	0.02%	605
2024 Q2	$117K	Buy	5,061 +4,751	+1,533%	+$109K	0.02%	698
2024 Q1	$7.25K	Buy	+310	New	+$7.17K	﹤0.01%	2227

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 $103B AUM 28.65% 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

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

GAMMA Investing's IBHI Position: Q2 2026 in Review

GAMMA Investing increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 142% in Q2 2026, buying an estimated $175K and bringing the position to 12,725 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #981.

GAMMA Investing first reported a position in IBHI in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

GAMMA Investing held 12,725 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $298K as of Q2 2026.
GAMMA Investing bought 7,472 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $175K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #981 holding.
GAMMA Investing first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
86 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.