M3 Advisory Group’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

M3 Advisory Group’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	–	Sell	-8,558	Closed	-$202K	–	153
2025 Q4	$202K	Hold	8,558	–	–	0.12%	139
2025 Q3	$204K	Hold	8,558	–	–	0.13%	148
2025 Q2	$203K	Buy	+8,558	New	+$198K	0.14%	147
2025 Q1	–	Sell	-8,558	Closed	-$201K	–	144
2024 Q4	$201K	Hold	8,558	–	–	0.14%	143
2024 Q3	$205K	Buy	+8,558	New	+$201K	0.15%	145
2024 Q2	–	Sell	-8,558	Closed	-$200K	–	138
2024 Q1	$200K	Buy	+8,558	New	+$198K	0.18%	131

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Threadgill Financial Spring, Texas $243M AUM 10.69% 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

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

M3 Advisory Group's IBHI Position: Q1 2026 in Review

M3 Advisory Group sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2026, closing a stake of 8,558 shares — an estimated $202K sold.

M3 Advisory Group first reported a position in IBHI in Q1 2024 and held it in 6 quarters. The position peaked at $205K in Q3 2024. 93 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

M3 Advisory Group reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
M3 Advisory Group sold 8,558 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $202K.
M3 Advisory Group first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2024 and held it in 6 quarters.
M3 Advisory Group's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $205K in Q3 2024.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.