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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
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

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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return