Snowden Capital Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Snowden Capital Advisors’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	$422K	Buy	18,116 +8,607	+91%	+$202K	0.01%	870
2025 Q4	$225K	Hold	9,509	–	–	0.01%	1168
2025 Q3	$227K	Hold	9,509	–	–	0.01%	1147
2025 Q2	$225K	Hold	9,509	–	–	0.01%	1131
2025 Q1	$221K	Buy	9,509 +844	+10%	+$19.9K	0.01%	1120
2024 Q4	$203K	Hold	8,665	–	–	0.01%	1148
2024 Q3	$207K	Hold	8,665	–	–	0.01%	1160
2024 Q2	$200K	Buy	+8,665	New	+$199K	0.01%	1141

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Snowden Capital Advisors's IBHI Position: Q1 2026 in Review

Snowden Capital Advisors increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 91% in Q1 2026, buying an estimated $202K and bringing the position to 18,116 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #870.

Snowden Capital Advisors first reported a position in IBHI in Q2 2024 and has held it in 8 quarters since. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

Snowden Capital Advisors held 18,116 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $422K as of Q1 2026.
Snowden Capital Advisors bought 8,607 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $202K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #870 holding.
Snowden Capital Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q2 2024 and has held it in 8 quarters since.
91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.