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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

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

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

Segment Wealth Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 12% in Q2 2026, buying an estimated $40.4K and bringing the position to 16,215 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #246.

Segment Wealth Management 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.

  • Segment Wealth Management held 16,215 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $379K as of Q2 2026.
  • Segment Wealth Management bought 1,725 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $40.4K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Segment Wealth Management 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 Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.