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Marble Harbor Investment Counsel’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Marble Harbor Investment Counsel’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
2025
Q3 		– Sell
-11,540
Closed -$273K – 200
2025
Q2 		$273K Sell
11,540
-1,284
-10% -$29.7K 0.03% 175
2025
Q1 		$298K Sell
12,824
-12,676
-50% -$298K 0.03% 175
2024
Q4 		$598K Buy
+25,500
New +$603K 0.07% 113

Other funds holding IBHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Marble Harbor Investment Counsel's IBHI Position: Q3 2025 in Review

Marble Harbor Investment Counsel sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q3 2025, closing a stake of 11,540 shares — an estimated $273K sold.

Marble Harbor Investment Counsel first reported a position in IBHI in Q4 2024 and held it in 3 quarters. The position peaked at $598K in Q4 2024. 65 funds tracked by Wall St. Rank hold IBHI as of Q3 2025.

  • Marble Harbor Investment Counsel reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Marble Harbor Investment Counsel sold 11,540 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2025, an estimated $273K.
  • Marble Harbor Investment Counsel first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and held it in 3 quarters.
  • Marble Harbor Investment Counsel's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $598K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2025.

Based on Marble Harbor Investment Counsel's 13F filing for Q3 2025, filed 7 Nov 2025.