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Legacy Trust’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Legacy Trust’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
Q3 		– Sell
-11,339
Closed -$265K – 227
2026
Q2 		$265K Hold
11,339
– – 0.05% 183
2026
Q1 		$264K Hold
11,339
– – 0.05% 183
2025
Q4 		$268K Hold
11,339
– – 0.05% 171
2025
Q3 		$270K Buy
11,339
+750
+7% +$17.7K 0.05% 170
2025
Q2 		$251K Buy
10,589
+500
+5% +$11.6K 0.06% 133
2025
Q1 		$234K Buy
+10,089
New +$238K 0.06% 150

Other funds holding IBHI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Littlejohn Financial Services
Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return
Scissortail Wealth Management
Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bradley & Co Private Wealth Management
Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Legacy Trust's IBHI Position: Q3 2026 in Review

Legacy Trust sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2026, closing a stake of 11,339 shares — an estimated $265K sold.

Legacy Trust first reported a position in IBHI in Q1 2025 and held it in 6 quarters. The position peaked at $270K in Q3 2025. 50 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

  • Legacy Trust reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q3 2026 after selling out during the quarter.
  • Legacy Trust sold 11,339 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $265K.
  • Legacy Trust first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2025 and held it in 6 quarters.
  • Legacy Trust's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $270K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.