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 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 $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's IBHI Position: Q1 2026 in Review

Mutual Advisors reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 9.7% in Q1 2026, selling an estimated $43.6K and leaving 17,193 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #995.

Mutual Advisors first reported a position in IBHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $452K in Q3 2025. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

Mutual Advisors held 17,193 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $400K as of Q1 2026.
Mutual Advisors sold 1,854 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $43.6K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #995 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 8 quarters since.
Mutual Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $452K in Q3 2025.
91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.