BOLTON SECURITIES CORPORATION’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$1.2M	Buy	52,541 +27,605	+111%	+$641K	0.05%	380
2026 Q2	$583K	Buy	24,936 +8,178	+49%	+$191K	0.02%	565
2026 Q1	$390K	Buy	+16,758	New	+$394K	0.02%	611

Other funds holding IBHI

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $545M AUM 17.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBHI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 111% in Q3 2026, buying an estimated $641K and bringing the position to 52,541 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #380.

BOLTON SECURITIES CORPORATION first reported a position in IBHI in Q1 2026 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold IBHI as of Q3 2026.

BOLTON SECURITIES CORPORATION held 52,541 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.2M as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 27,605 iShares iBonds 2029 Term High Yield and Income ETF shares in Q3 2026, an estimated $641K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.05% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #380 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2026 and has held it in 3 quarters since.
67 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.