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

Segment 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	$379K	Buy	16,215 +1,725	+12%	+$40.4K	0.02%	246
2026 Q1	$337K	Buy	+14,490	New	+$341K	0.02%	254

Other funds holding IBHI

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

River's Edge Wealth Management Beaver, Pennsylvania $107M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $569M AUM 21.44% 1-Year Est. Return