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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$283K Buy
11,954
+38
+0.3% +$900 ﹤0.01% 992
2025
Q1 		$277K Buy
+11,916
New +$277K ﹤0.01% 945