WI
IBHI icon

WrapManager Inc’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

WrapManager Inc’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 		$734K Sell
31,383
-3,664
-10% -$85.7K 0.23% 76
2026
Q1 		$816K Buy
35,047
+49
+0.1% +$1.15K 0.28% 64
2025
Q4 		$827K Sell
34,998
-7,521
-18% -$178K 0.28% 64
2025
Q3 		$1.01M Sell
42,519
-6,534
-13% -$155K 0.31% 58
2025
Q2 		$1.16M Buy
49,053
+1,324
+3% +$30.6K 0.28% 63
2025
Q1 		$1.11M Buy
47,729
+1,858
+4% +$43.7K 0.29% 70
2024
Q4 		$1.08M Buy
45,871
+2,119
+5% +$50.1K 0.28% 72
2024
Q3 		$1.05M Buy
43,752
+6,164
+16% +$145K 0.27% 78
2024
Q2 		$870K Buy
37,588
+3,692
+11% +$85K 0.24% 89
2024
Q1 		$792K Buy
33,896
+7,218
+27% +$167K 0.22% 101
2023
Q4 		$617K Buy
26,678
+3,604
+16% +$79.7K 0.18% 119
2023
Q3 		$503K Buy
23,074
+1,363
+6% +$30.1K 0.16% 125
2023
Q2 		$484K Sell
21,711
-149
-0.7% -$3.3K 0.15% 148
2023
Q1 		$491K Buy
21,860
+382
+2% +$8.49K 0.15% 152
2022
Q4 		$466K Buy
+21,478
New +$468K 0.15% 148

Other funds holding IBHI

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WrapManager Inc's IBHI Position: Q2 2026 in Review

WrapManager Inc reduced its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 10% in Q2 2026, selling an estimated $85.7K and leaving 31,383 shares worth $734K. The position accounts for 0.23% of the portfolio, ranked #76.

WrapManager Inc first reported a position in IBHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q2 2025. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • WrapManager Inc held 31,383 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $734K as of Q2 2026.
  • WrapManager Inc sold 3,664 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $85.7K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.23% of WrapManager Inc's portfolio in Q2 2026, its #76 holding.
  • WrapManager Inc first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2022 and has held it in 15 quarters since.
  • WrapManager Inc's iShares iBonds 2029 Term High Yield and Income ETF position peaked at $1.16M in Q2 2025.
  • 93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.