KTM
IBHI icon

Keeler Thomas Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Keeler Thomas Management’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 		$1.31M Sell
56,038
-62,206
-53% -$1.46M 0.46% 72
2026
Q1 		$2.75M Sell
118,244
-281,232
-70% -$6.61M 1.17% 21
2025
Q4 		$9.44M Buy
399,476
+1,315
+0.3% +$31.1K 4.5% 4
2025
Q3 		$9.5M Buy
398,161
+6,132
+2% +$145K 3.88% 6
2025
Q2 		$9.29M Buy
392,029
+36,100
+10% +$834K 4% 6
2025
Q1 		$8.26M Buy
+355,929
New +$8.38M 4.05% 5

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

Keeler Thomas Management's IBHI Position: Q2 2026 in Review

Keeler Thomas Management reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 53% in Q2 2026, selling an estimated $1.46M and leaving 56,038 shares worth $1.31M. The position accounts for 0.46% of the portfolio, ranked #72.

Keeler Thomas Management first reported a position in IBHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.5M in Q3 2025. 86 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Keeler Thomas Management held 56,038 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.31M as of Q2 2026.
  • Keeler Thomas Management sold 62,206 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.46M.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.46% of Keeler Thomas Management's portfolio in Q2 2026, its #72 holding.
  • Keeler Thomas Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Keeler Thomas Management's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $9.5M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.