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

LPL 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	$11.4M	Buy	488,748 +119,154	+32%	+$2.79M	﹤0.01%	2012
2026 Q1	$8.61M	Buy	369,594 +96,468	+35%	+$2.27M	﹤0.01%	2119
2025 Q4	$6.45M	Buy	273,126 +59,845	+28%	+$1.41M	﹤0.01%	2317
2025 Q3	$5.09M	Buy	213,281 +162,730	+322%	+$3.85M	﹤0.01%	2445
2025 Q2	$1.2M	Buy	50,551 +7,753	+18%	+$179K	﹤0.01%	3586
2025 Q1	$994K	Buy	42,798 +4,439	+12%	+$105K	﹤0.01%	3567
2024 Q4	$900K	Buy	38,359 +4,178	+12%	+$98.8K	﹤0.01%	3576
2024 Q3	$818K	Buy	34,181 +6,391	+23%	+$150K	﹤0.01%	3569
2024 Q2	$643K	Buy	+27,790	New	+$640K	﹤0.01%	3645

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

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LPL Financial's IBHI Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 32% in Q2 2026, buying an estimated $2.79M and bringing the position to 488,748 shares worth $11.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

LPL Financial first reported a position in IBHI in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

LPL Financial held 488,748 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $11.4M as of Q2 2026.
LPL Financial bought 119,154 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.79M.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2012 holding.
LPL Financial first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.