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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
Q1 		$319K Buy
+13,694
New +$322K 0.13% 97

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ruggaard & Associates's IBHI Position: Q1 2026 in Review

Ruggaard & Associates opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2026: 13,694 shares worth $319K. The stake represents 0.13% of the portfolio and ranks #97 among its holdings.

91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • Ruggaard & Associates held 13,694 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $319K as of Q1 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF was a new Ruggaard & Associates position in Q1 2026.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.13% of Ruggaard & Associates's portfolio in Q1 2026, its #97 holding.
  • 91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.