LPL Financial

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 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

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

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

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

Commonwealth Equity Services

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

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

Bank of America

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

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return