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Ironwood Financial’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Ironwood Financial’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 		$5.18M Buy
222,822
+118,877
+114% +$2.78M 0.81% 36
2026
Q1 		$2.42M Buy
103,945
+15,317
+17% +$360K 0.42% 54
2025
Q4 		$2.1M Buy
88,628
+32,928
+59% +$778K 0.36% 57
2025
Q3 		$1.33M Buy
+55,700
New +$1.32M 0.24% 72

Other funds holding IBHI

DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $114M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ironwood Financial's IBHI Position: Q2 2026 in Review

Ironwood Financial increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 114% in Q2 2026, buying an estimated $2.78M and bringing the position to 222,822 shares worth $5.18M. The position accounts for 0.81% of the portfolio, ranked #36.

Ironwood Financial first reported a position in IBHI in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Ironwood Financial held 222,822 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $5.18M as of Q2 2026.
  • Ironwood Financial bought 118,877 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.78M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.81% of Ironwood Financial's portfolio in Q2 2026, its #36 holding.
  • Ironwood Financial first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.