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

Spire 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
Q1 		– Sell
-12,548
Closed -$297K – 2334
2025
Q4 		$297K Buy
+12,548
New +$296K 0.01% 679

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spire Wealth Management's IBHI Position: Q1 2026 in Review

Spire Wealth Management sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2026, closing a stake of 12,548 shares — an estimated $297K sold.

Spire Wealth Management first reported a position in IBHI in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 93 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • Spire Wealth Management reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 12,548 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $297K.
  • Spire Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2025 and held it in 1 quarter.
  • Spire Wealth Management's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $297K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.