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Ruggaard & Associates’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Ruggaard & Associates’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 		$420K Buy
17,947
+4,253
+31% +$99.5K 0.15% 83
2026
Q1 		$319K Buy
+13,694
New +$322K 0.13% 97

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

Ruggaard & Associates's IBHI Position: Q2 2026 in Review

Ruggaard & Associates increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 31% in Q2 2026, buying an estimated $99.5K and bringing the position to 17,947 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #83.

Ruggaard & Associates first reported a position in IBHI in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Ruggaard & Associates held 17,947 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $420K as of Q2 2026.
  • Ruggaard & Associates bought 4,253 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $99.5K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.15% of Ruggaard & Associates's portfolio in Q2 2026, its #83 holding.
  • Ruggaard & Associates 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.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.