Scissortail Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Scissortail Wealth 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	$11.6M	Buy	494,248 +8,877	+2%	+$208K	2.22%	14
2026 Q1	$11.3M	Buy	485,371 +425,782	+715%	+$10M	2.27%	13
2025 Q4	$1.41M	Buy	59,589 +4,521	+8%	+$107K	0.32%	60
2025 Q3	$1.31M	Buy	55,068 +484	+0.9%	+$11.4K	0.29%	60
2025 Q2	$1.29M	Buy	54,584 +452	+0.8%	+$10.4K	0.31%	64
2025 Q1	$1.26M	Buy	+54,132	New	+$1.27M	0.32%	65

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

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Scissortail Wealth Management's IBHI Position: Q2 2026 in Review

Scissortail Wealth Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 1.8% in Q2 2026, buying an estimated $208K and bringing the position to 494,248 shares worth $11.6M. The position accounts for 2.22% of the portfolio, ranked #14.

Scissortail Wealth Management first reported a position in IBHI in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Scissortail Wealth Management held 494,248 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $11.6M as of Q2 2026.
Scissortail Wealth Management bought 8,877 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $208K.
iShares iBonds 2029 Term High Yield and Income ETF made up 2.22% of Scissortail Wealth Management's portfolio in Q2 2026, its #14 holding.
Scissortail Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2025 and has held it in 6 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 Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.