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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HeadInvest LLC's IBHI Position: Q1 2026 in Review

HeadInvest LLC reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 48% in Q1 2026, selling an estimated $304K and leaving 14,028 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #176.

HeadInvest LLC first reported a position in IBHI in Q3 2023 and has held it in 7 quarters since. The position peaked at $644K in Q1 2025. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

HeadInvest LLC held 14,028 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $327K as of Q1 2026.
HeadInvest LLC sold 12,950 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $304K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.07% of HeadInvest LLC's portfolio in Q1 2026, its #176 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 7 quarters since.
HeadInvest LLC's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $644K in Q1 2025.
91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.