Wells Fargo’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Wells Fargo’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	$2.95M	Buy	126,548 +35,874	+40%	+$843K	﹤0.01%	2981
2025 Q4	$2.14M	Buy	90,674 +27,837	+44%	+$658K	﹤0.01%	3375
2025 Q3	$1.5M	Buy	62,837 +60,411	+2,490%	+$1.43M	﹤0.01%	3526
2025 Q2	$57.5K	Buy	2,426 +2,360	+3,576%	+$54.5K	﹤0.01%	5461
2025 Q1	$1.53K	Buy	+66	New	+$1.55K	﹤0.01%	6188
2024 Q1	–	Sell	-4,337	Closed	-$100K	–	7603
2023 Q4	$100K	Hold	4,337	–	–	﹤0.01%	4892
2023 Q3	$94.6K	Buy	4,337 +173	+4%	+$3.82K	﹤0.01%	4810
2023 Q2	$92.8K	Sell	4,164 -3,750	-47%	-$83.1K	﹤0.01%	5092
2023 Q1	$178K	Buy	7,914 +4,164	+111%	+$92.5K	﹤0.01%	4506
2022 Q4	$81.3K	Hold	3,750	–	–	﹤0.01%	4637
2022 Q3	$79K	Buy	+3,750	New	+$84.7K	﹤0.01%	4734

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo's IBHI Position: Q1 2026 in Review

Wells Fargo increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 40% in Q1 2026, buying an estimated $843K and bringing the position to 126,548 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Wells Fargo first reported a position in IBHI in Q3 2022 and has held it in 11 quarters since. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

Wells Fargo held 126,548 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $2.95M as of Q1 2026.
Wells Fargo bought 35,874 iShares iBonds 2029 Term High Yield and Income ETF shares in Q1 2026, an estimated $843K.
iShares iBonds 2029 Term High Yield and Income ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2981 holding.
Wells Fargo first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2022 and has held it in 11 quarters since.
91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.