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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 $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
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
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return