Insigneo Advisory Services’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
$734K Hold
31,369
– – 0.03% 378
2026
Q1
$730K Buy
31,369
+2,122
+7% +$49.9K 0.05% 272
2025
Q4
$691K Hold
29,247
– – 0.05% 285
2025
Q3
$698K Buy
29,247
+2,546
+10% +$60.2K 0.05% 279
2025
Q2
$633K Buy
+26,701
New +$617K 0.05% 280

Other funds holding IBHI

Insigneo Advisory Services's IBHI Position: Q2 2026 in Review

Insigneo Advisory Services held its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) position steady in Q2 2026 at 31,369 shares worth $734K. The position accounts for 0.03% of the portfolio, ranked #378.

Insigneo Advisory Services first reported a position in IBHI in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Insigneo Advisory Services held 31,369 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $734K as of Q2 2026.
  • Insigneo Advisory Services left its iShares iBonds 2029 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #378 holding.
  • Insigneo Advisory Services first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.