Harbour Investments’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Harbour Investments’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	$1.57K	Hold	67	–	–	﹤0.01%	4106
2026 Q1	$1.56K	Hold	67	–	–	﹤0.01%	3989
2025 Q4	$1.58K	Sell	67 -474	-88%	-$11.2K	﹤0.01%	3360
2025 Q3	$12.9K	Hold	541	–	–	﹤0.01%	2559
2025 Q2	$12.8K	Buy	541 +13	+2%	+$300	﹤0.01%	2441
2025 Q1	$12.3K	Hold	528	–	–	﹤0.01%	2425
2024 Q4	$12.4K	Buy	+528	New	+$12.5K	﹤0.01%	2339

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

Harbour Investments's IBHI Position: Q2 2026 in Review

Harbour Investments held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q2 2026 at 67 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4106.

Harbour Investments first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9K in Q3 2025. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Harbour Investments held 67 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.57K as of Q2 2026.
Harbour Investments left its iShares iBonds 2029 Term High Yield and Income ETF share count unchanged in Q2 2026.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4106 holding.
Harbour Investments 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.
Harbour Investments's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $12.9K in Q3 2025.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.