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Threadgill Financial’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Threadgill Financial’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 		– Sell
-486,139
Closed -$11.3M – 43
2026
Q1 		$11.3M Buy
486,139
+477,109
+5,284% +$11.2M 3.29% 13
2025
Q4 		$705K Buy
+9,030
New +$213K 0.29% 35

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

Threadgill Financial's IBHI Position: Q2 2026 in Review

Threadgill Financial sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q2 2026, closing a stake of 486,139 shares — an estimated $11.3M sold.

Threadgill Financial first reported a position in IBHI in Q4 2025 and held it in 2 quarters. The position peaked at $11.3M in Q1 2026. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Threadgill Financial reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Threadgill Financial sold 486,139 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $11.3M.
  • Threadgill Financial first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2025 and held it in 2 quarters.
  • Threadgill Financial's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $11.3M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Threadgill Financial's 13F filing for Q2 2026, filed 8 Jul 2026.