Private Advisor Group’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Private Advisor Group’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	$349K	Sell	14,913 -2,685	-15%	-$62.8K	﹤0.01%	2021
2026 Q1	$410K	Buy	+17,598	New	+$414K	﹤0.01%	1989

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

Private Advisor Group's IBHI Position: Q2 2026 in Review

Private Advisor Group reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 15% in Q2 2026, selling an estimated $62.8K and leaving 14,913 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Private Advisor Group first reported a position in IBHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $410K in Q1 2026. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Private Advisor Group held 14,913 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $349K as of Q2 2026.
Private Advisor Group sold 2,685 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $62.8K.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2021 holding.
Private Advisor Group first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
Private Advisor Group's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $410K in Q1 2026.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.