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 Q3	$12.8M	Buy	560,786 +72,038	+15%	+$1.67M	﹤0.01%	1978
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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

LPL Financial's IBHI Position: Q3 2026 in Review

LPL Financial increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 15% in Q3 2026, buying an estimated $1.67M and bringing the position to 560,786 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

LPL Financial first reported a position in IBHI in Q2 2024 and has held it in 10 quarters since. 64 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

LPL Financial held 560,786 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $12.8M as of Q3 2026.
LPL Financial bought 72,038 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $1.67M.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1978 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 10 quarters since.
64 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.