HeadInvest LLC’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

HeadInvest LLC’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	$218K	Sell	9,303 -4,725	-34%	-$111K	0.04%	206
2026 Q1	$327K	Sell	14,028 -12,950	-48%	-$304K	0.07%	176
2025 Q4	$637K	Hold	26,978	–	–	0.13%	125
2025 Q3	$643K	Hold	26,978	–	–	0.13%	126
2025 Q2	$639K	Sell	26,978 -750	-3%	-$17.3K	0.14%	125
2025 Q1	$644K	Buy	27,728 +3,750	+16%	+$88.3K	0.13%	133
2024 Q4	$562K	Buy	+23,978	New	+$567K	0.11%	143
2023 Q4	–	Sell	-4,703	Closed	-$101K	–	435
2023 Q3	$101K	Buy	+4,703	New	+$104K	0.02%	280

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

HeadInvest LLC's IBHI Position: Q2 2026 in Review

HeadInvest LLC reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 34% in Q2 2026, selling an estimated $111K and leaving 9,303 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #206.

HeadInvest LLC first reported a position in IBHI in Q3 2023 and has held it in 8 quarters since. The position peaked at $644K in Q1 2025. 94 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

HeadInvest LLC held 9,303 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $218K as of Q2 2026.
HeadInvest LLC sold 4,725 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $111K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.04% of HeadInvest LLC's portfolio in Q2 2026, its #206 holding.
HeadInvest LLC first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2023 and has held it in 8 quarters since.
HeadInvest LLC's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $644K in Q1 2025.
94 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.