Occidental Asset Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Occidental Asset Management’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	$348K	Buy	14,871 +1,550	+12%	+$36.3K	0.03%	230
2026 Q1	$310K	Hold	13,321	–	–	0.04%	217
2025 Q4	$315K	Buy	13,321 +2,150	+19%	+$50.8K	0.04%	204
2025 Q3	$266K	Buy	11,171 +690	+7%	+$16.3K	0.03%	221
2025 Q2	$248K	Hold	10,481	–	–	0.03%	223
2025 Q1	$243K	Buy	+10,481	New	+$247K	0.04%	217

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

Occidental Asset Management's IBHI Position: Q2 2026 in Review

Occidental Asset Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 12% in Q2 2026, buying an estimated $36.3K and bringing the position to 14,871 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #230.

Occidental Asset Management first reported a position in IBHI in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Occidental Asset Management held 14,871 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $348K as of Q2 2026.
Occidental Asset Management bought 1,550 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $36.3K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #230 holding.
Occidental Asset Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2025 and has held it in 6 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 Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.