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IFP Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

IFP Advisors’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 		$352K Sell
15,046
-621
-4% -$14.5K 0.01% 1209
2026
Q1 		$365K Sell
15,667
-4,852
-24% -$114K 0.01% 1101
2025
Q4 		$485K Sell
20,519
-20,690
-50% -$489K 0.01% 947
2025
Q3 		$983K Sell
41,209
-1,980
-5% -$46.8K 0.03% 608
2025
Q2 		$1.02M Sell
43,189
-11,521
-21% -$266K 0.03% 570
2025
Q1 		$1.27M Sell
54,710
-2,773
-5% -$65.3K 0.04% 489
2024
Q4 		$1.35M Buy
57,483
+56,235
+4,506% +$1.33M 0.04% 447
2024
Q3 		$29.9K Buy
1,248
+20
+2% +$470 ﹤0.01% 1967
2024
Q2 		$28.4K Buy
1,228
+21
+2% +$483 ﹤0.01% 1916
2024
Q1 		$28.2K Buy
1,207
+13
+1% +$301 ﹤0.01% 1822
2023
Q4 		$27.6K Buy
1,194
+25
+2% +$553 ﹤0.01% 1786
2023
Q3 		$25.5K Buy
1,169
+20
+2% +$442 ﹤0.01% 1820
2023
Q2 		$25.6K Buy
+1,149
New +$25.5K ﹤0.01% 1897

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

IFP Advisors's IBHI Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 4% in Q2 2026, selling an estimated $14.5K and leaving 15,046 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #1209.

IFP Advisors first reported a position in IBHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q4 2024. 86 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • IFP Advisors held 15,046 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $352K as of Q2 2026.
  • IFP Advisors sold 621 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $14.5K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1209 holding.
  • IFP Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2023 and has held it in 13 quarters since.
  • IFP Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $1.35M in Q4 2024.
  • 86 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.