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Quad-Cities Investment Group’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Quad-Cities Investment 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 		$539K Buy
+23,065
New +$540K 0.19% 113

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Quad-Cities Investment Group's IBHI Position: Q2 2026 in Review

Quad-Cities Investment Group opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026: 23,065 shares worth $539K. The stake represents 0.19% of the portfolio and ranks #113 among its holdings.

93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Quad-Cities Investment Group held 23,065 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $539K as of Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF was a new Quad-Cities Investment Group position in Q2 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.19% of Quad-Cities Investment Group's portfolio in Q2 2026, its #113 holding.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.