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 Q2	$6.67M	Buy	285,227 +33,269	+13%	+$778K	4.85%	3
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 $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Littlejohn Financial Services's IBHI Position: Q2 2026 in Review

Littlejohn Financial Services increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 13% in Q2 2026, buying an estimated $778K and bringing the position to 285,227 shares worth $6.67M. The position accounts for 4.85% of the portfolio, ranked #3.

Littlejohn Financial Services first reported a position in IBHI in Q4 2024 and has held it in 7 quarters since. 94 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Littlejohn Financial Services held 285,227 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $6.67M as of Q2 2026.
Littlejohn Financial Services bought 33,269 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $778K.
iShares iBonds 2029 Term High Yield and Income ETF made up 4.85% of Littlejohn Financial Services's portfolio in Q2 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 7 quarters since.
94 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.