High Note Wealth’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$831K Buy
35,547
+17,362
+95% +$406K 0.14% 77
2026
Q1
$423K Buy
18,185
+15,450
+565% +$363K 0.08% 88
2025
Q4
$64.6K Buy
+2,735
New +$64.6K 0.01% 178

Other funds holding IBHI

High Note Wealth's IBHI Position: Q2 2026 in Review

High Note Wealth increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 95% in Q2 2026, buying an estimated $406K and bringing the position to 35,547 shares worth $831K. The position accounts for 0.14% of the portfolio, ranked #77.

High Note Wealth first reported a position in IBHI in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • High Note Wealth held 35,547 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $831K as of Q2 2026.
  • High Note Wealth bought 17,362 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $406K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.14% of High Note Wealth's portfolio in Q2 2026, its #77 holding.
  • High Note Wealth first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.