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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

LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
CF
Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 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. 23 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.
  • 23 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.