Van Hulzen Asset Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-942	Closed	-$22.1K	–	653
2024 Q4	$22.1K	Buy	+942	New	+$22.3K	﹤0.01%	663

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

BCPWM

Bradley & Co Private Wealth Management Miami, Florida $210M AUM 24.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Van Hulzen Asset Management's IBHI Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2025, closing a stake of 942 shares — an estimated $22.1K sold.

Van Hulzen Asset Management first reported a position in IBHI in Q4 2024 and held it in 1 quarter. The position peaked at $22.1K in Q4 2024. 52 funds tracked by Wall St. Rank hold IBHI as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares iBonds 2029 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 942 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2025, an estimated $22.1K.
Van Hulzen Asset Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $22.1K in Q4 2024.
52 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.