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Summitry LLC’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Summitry LLC’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 		$207K Sell
8,865
-550
-6% -$12.9K 0.01% 329
2026
Q1 		$219K Buy
+9,415
New +$221K 0.01% 267

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

Summitry LLC's IBHI Position: Q2 2026 in Review

Summitry LLC reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 5.8% in Q2 2026, selling an estimated $12.9K and leaving 8,865 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #329.

Summitry LLC first reported a position in IBHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $219K in Q1 2026. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Summitry LLC held 8,865 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $207K as of Q2 2026.
  • Summitry LLC sold 550 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $12.9K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #329 holding.
  • Summitry LLC 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.
  • Summitry LLC's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $219K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.