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

Littlejohn Financial Services’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 Q1	$5.87M	Buy	251,958 +6,399	+3%	+$150K	4.41%	3
2025 Q4	$5.8M	Buy	245,559 +10,675	+5%	+$252K	4.28%	3
2025 Q3	$5.6M	Buy	234,884 +26,043	+12%	+$616K	4.08%	3
2025 Q2	$4.95M	Buy	208,841 +8,026	+4%	+$185K	3.82%	7
2025 Q1	$4.66M	Buy	200,815 +188,257	+1,499%	+$4.43M	3.68%	7
2024 Q4	$294K	Buy	+12,558	New	+$297K	0.26%	44

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Littlejohn Financial Services's IBHI Position: Q1 2026 in Review

Littlejohn Financial Services increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 2.6% in Q1 2026, buying an estimated $150K and bringing the position to 251,958 shares worth $5.87M. The position accounts for 4.41% of the portfolio, ranked #3.

Littlejohn Financial Services first reported a position in IBHI in Q4 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

Littlejohn Financial Services held 251,958 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $5.87M as of Q1 2026.
Littlejohn Financial Services bought 6,399 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $150K.
iShares iBonds 2029 Term High Yield and Income ETF made up 4.41% of Littlejohn Financial Services's portfolio in Q1 2026, its #3 holding.
Littlejohn Financial Services first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Littlejohn Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.