Mutual Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Mutual Advisors’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 Q2	$6.85M	Buy	292,785 +275,592	+1,603%	+$6.45M	0.13%	157
2026 Q1	$400K	Sell	17,193 -1,854	-10%	-$43.6K	0.01%	995
2025 Q4	$450K	Hold	19,047	–	–	0.01%	927
2025 Q3	$452K	Buy	19,047 +6,656	+54%	+$157K	0.01%	898
2025 Q2	$293K	Buy	12,391 +2,100	+20%	+$48.5K	0.01%	976
2025 Q1	$238K	Hold	10,291	–	–	0.01%	973
2024 Q4	$243K	Buy	10,291 +1,068	+12%	+$25.3K	0.01%	961
2024 Q3	$218K	Hold	9,223	–	–	0.01%	1016
2024 Q2	$216K	Buy	+9,223	New	+$212K	0.01%	1012

Other funds holding IBHI

LIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mutual Advisors's IBHI Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 1,603% in Q2 2026, buying an estimated $6.45M and bringing the position to 292,785 shares worth $6.85M. The position accounts for 0.13% of the portfolio, ranked #157.

Mutual Advisors first reported a position in IBHI in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Mutual Advisors held 292,785 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $6.85M as of Q2 2026.
Mutual Advisors bought 275,592 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $6.45M.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.13% of Mutual Advisors's portfolio in Q2 2026, its #157 holding.
Mutual Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.