Old Mission Capital’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Old Mission Capital’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 Q2	–	Sell	-55,666	Closed	-$1.29M	–	1178
2025 Q1	$1.29M	Buy	+55,666	New	+$1.31M	0.02%	320
2024 Q4	–	Sell	-81,419	Closed	-$1.95M	–	1041
2024 Q3	$1.95M	Sell	81,419 -1,373	-2%	-$32.3K	0.03%	322
2024 Q2	$1.92M	Sell	82,792 -3,426	-4%	-$78.9K	0.03%	313
2024 Q1	$2.01M	Buy	+86,218	New	+$1.99M	0.03%	319

Other funds holding IBHI

LIA

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

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

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

SIA

Summit Investment Advisors Hunt Valley, Maryland $121M AUM

Old Mission Capital's IBHI Position: Q2 2025 in Review

Old Mission Capital sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2025, closing a stake of 55,666 shares — an estimated $1.29M sold.

Old Mission Capital first reported a position in IBHI in Q1 2024 and held it in 4 quarters. The position peaked at $2.01M in Q1 2024. 58 funds tracked by Wall St. Rank hold IBHI as of Q2 2025.

Old Mission Capital reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
Old Mission Capital sold 55,666 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2025, an estimated $1.29M.
Old Mission Capital first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2024 and held it in 4 quarters.
Old Mission Capital's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $2.01M in Q1 2024.
58 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2025.

Based on Old Mission Capital's 13F filing for Q2 2025, filed 14 Aug 2025.