ISHARES IBONDS 2029 TM HY IN IBHI
$23.29
-0.0% 52w: $21.91 – $23.36
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.9122.6423.36
Jun 20, 2025 Jul 2, 2026
Institutional holders
91
+16 QoQ
13F value
$256.9M
+15.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBHI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 1.5M | $34.2M | 2.1% | +8.6% |
| MORGAN STANLEY | Bank broker | 1.4M | $32.6M | 0.0% | +7.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.1M | $25.4M | 0.0% | +2.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 855.3K | $19.9M | 0.1% | -3.2% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 652.3K | $15.2M | 0.7% | +29.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 534.9K | $12.5M | 0.0% | -7.3% |
| THREADGILL FINANCIAL, LLC | Wealth advisor | 486.1K | $11.3M | 3.3% | +5283.6% |
| Scissortail Wealth Management, LLC | Wealth advisor | 485.4K | $11.3M | 2.3% | +714.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 414.0K | $9.6M | 0.0% | -5.1% |
| LPL Financial LLC | Bank broker | 369.6K | $8.6M | 0.0% | +35.3% |
| Commonwealth Financial Services, LLC | Wealth advisor | 352.0K | $8.2M | 1.3% | +7.0% |
| LITTLEJOHN FINANCIAL SERVICES, INC. | Wealth advisor | 252.0K | $5.9M | 4.4% | +2.6% |
| Delta Wealth Advisors LLC | Wealth advisor | 218.4K | $5.1M | 3.9% | +38.1% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 210.4K | $4.9M | 0.1% | +11.2% |
| Bradley & Co. Private Wealth Management, LLC | Other | 144.9K | $3.4M | 1.8% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 144.3K | $3.4M | 0.0% | +57.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 126.5K | $2.9M | 0.0% | +39.6% |
| Keeler Thomas Management LLC | Other | 118.2K | $2.8M | 1.2% | -70.4% |
| Straight Path Wealth Management | Wealth advisor | 116.5K | $2.7M | 0.7% | +6.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 108.5K | $2.5M | 0.0% | +306.3% |
| Ironwood Financial, llc | Wealth advisor | 103.9K | $2.4M | 0.4% | +17.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 100.8K | $2.3M | 0.0% | +15.4% |
| Sigma Planning Corp | Wealth advisor | 77.4K | $1.8M | 0.1% | +36.1% |
| Penobscot Investment Management Company, Inc. | Other | 72.3K | $1.7M | 0.1% | +437.8% |
| Lido Advisors, LLC | Wealth advisor | 67.9K | $1.6M | 0.0% | -9.4% |
| BlackRock, Inc. | Index provider | 67.6K | $1.6M | 0.0% | +33.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 66.5K | $1.5M | 0.0% | +39.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 57.1K | $1.3M | 0.0% | +17.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 43.3K | $1.0M | 0.0% | +49.5% |
| UBS Group AG | Bank broker | 39.2K | $912K | 0.0% | -51.0% |
| Cetera Investment Advisers | Wealth advisor | 39.0K | $908K | 0.0% | +8.9% |
| FOCUSED ALPHA, LLC | Wealth advisor | 38.9K | $906K | 0.3% | +3.8% |
| ROYAL BANK OF CANADA | Bank broker | 37.5K | $873K | 0.0% | +0.5% |
| Robertson Stephens Wealth Management, LLC | Wealth advisor | 36.5K | $850K | 0.0% | New |
| Cyr Financial Inc. | Wealth advisor | 35.2K | $819K | 0.5% | -4.6% |
| WRAPMANAGER INC | Wealth advisor | 35.0K | $816K | 0.3% | +0.1% |
| INSIGNEO ADVISORY SERVICES, LLC | Other | 31.4K | $730K | 0.1% | +7.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 29.5K | $687K | 0.0% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 26.6K | $618K | 0.0% | +10.6% |
| Heartland Bank & Trust Co | Other | 25.0K | $582K | 0.1% | New |
| First Western Trust Bank | Other | 20.9K | $487K | 0.0% | New |
| High Note Wealth, LLC | Wealth advisor | 18.2K | $423K | 0.1% | +564.9% |
| Snowden Capital Advisors LLC | Diversified mechanical | 18.1K | $422K | 0.0% | +90.5% |
| Private Advisor Group, LLC | Wealth advisor | 17.6K | $410K | 0.0% | New |
| Aspen Wealth Management LLC | Wealth advisor | 17.4K | $404K | 0.1% | Held |
| McIlrath & Eck, LLC | Wealth advisor | 17.3K | $403K | 0.0% | +101.3% |
| Mutual Advisors, LLC | Wealth advisor | 17.2K | $400K | 0.0% | -9.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 17.1K | $398K | 0.0% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 16.5K | $385K | 0.0% | +1.9% |
| Thrivent Financial for Lutherans | Diversified mechanical | 16.5K | $383K | 0.0% | +18.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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