PIM
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Penobscot Investment Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Penobscot Investment 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 		$1.82M Buy
77,785
+5,450
+8% +$127K 0.13% 131
2026
Q1 		$1.68M Buy
72,335
+58,885
+438% +$1.38M 0.13% 133
2025
Q4 		$318K Buy
+13,450
New +$318K 0.02% 262

Other funds holding IBHI

LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Penobscot Investment Management's IBHI Position: Q2 2026 in Review

Penobscot Investment Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 7.5% in Q2 2026, buying an estimated $127K and bringing the position to 77,785 shares worth $1.82M. The position accounts for 0.13% of the portfolio, ranked #131.

Penobscot Investment Management first reported a position in IBHI in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Penobscot Investment Management held 77,785 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.82M as of Q2 2026.
  • Penobscot Investment Management bought 5,450 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $127K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.13% of Penobscot Investment Management's portfolio in Q2 2026, its #131 holding.
  • Penobscot Investment Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.