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Waverly Advisors’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Waverly Advisors’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 		$251K Sell
10,777
-1,504
-12% -$35.4K ﹤0.01% 1396
2025
Q4 		$290K Buy
12,281
+197
+2% +$4.65K ﹤0.01% 1220
2025
Q3 		$288K Buy
12,084
+130
+1% +$3.07K ﹤0.01% 1057
2025
Q2 		$283K Buy
11,954
+38
+0.3% +$878 ﹤0.01% 993
2025
Q1 		$277K Buy
+11,916
New +$281K ﹤0.01% 945

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors's IBHI Position: Q1 2026 in Review

Waverly Advisors reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 12% in Q1 2026, selling an estimated $35.4K and leaving 10,777 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Waverly Advisors first reported a position in IBHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $290K in Q4 2025. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

  • Waverly Advisors held 10,777 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $251K as of Q1 2026.
  • Waverly Advisors sold 1,504 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $35.4K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1396 holding.
  • Waverly Advisors first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $290K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.