iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q2 2026 (June 30)94holders +2
10new positions
7sold out
1famous investor
$23.39avg. 13F price*
At the end of Q2 2026, 94 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 2 from Q1 2026. 10 opened new positions and 7 sold out. The largest holders were LBMC Investment Advisors, LLC ($40.0M), Northwestern Mutual Wealth Management Co. ($39.5M) and Morgan Stanley ($36.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $30.8M |
| Exits | 7 | $11.8M |
All 13F filers, Q1 2026 → Q2 2026: 3,567,208 shares bought and 906,662 shares sold, net +2,660,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| LBMC Investment Advisors, LLC | 2.18% | Add +16.5% | 1,709,445 | $40.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +54.4% | 1,687,300 | $39.5M |
| Morgan Stanley | 0.00% | Add +11.0% | 1,556,885 | $36.4M |
| HighTower Advisors, LLC | 0.02% | New | 964,286 | $22.6M |
| NewEdge Advisors, LLC | 0.06% | Add +6.1% | 907,747 | $21.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.62% | Add +8.9% | 710,128 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.6% | 515,401 | $12.1M |
| Scissortail Wealth Management, LLC | 2.22% | Add +1.8% | 494,248 | $11.6M |
| LPL Financial LLC | 0.00% | Add +32.2% | 488,748 | $11.4M |
| Bank of America Corp. | 0.00% | Add +7.0% | 442,891 | $10.4M |
| Mutual Advisors, LLC | 0.13% | Add +1602.9% | 292,785 | $6.8M |
| Littlejohn Financial Services, Inc. | 4.85% | Add +13.2% | 285,227 | $6.7M |
| Delta Wealth Advisors LLC | 3.88% | Add +6.3% | 232,059 | $5.4M |
| Ironwood Financial, llc | 0.81% | Add +114.4% | 222,822 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +5.0% | 220,854 | $5.2M |
| Marathon Mission, Inc. | 2.57% | New | 220,063 | $5.1M |
| BlackRock, Inc. | 0.00% | Add +174.6% | 185,493 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 152,594 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +238.3% | 146,393 | $3.4M |
| Bradley & Co. Private Wealth Management, LLC | 1.62% | No change | 144,942 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +111.8% | 140,866 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +4.9% | 132,704 | $3.1M |
| Straight Path Wealth Management | 0.70% | Add +10.1% | 128,362 | $3.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +22.6% | 123,525 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.8% | 120,176 | $2.8M |
| Commonwealth Financial Services, LLC | 0.31% | Reduce -71.8% | 99,393 | $2.3M |
| Sigma Planning Corp | 0.05% | Add +6.5% | 82,373 | $1.9M |
| Penobscot Investment Management Company, Inc. | 0.13% | Add +7.5% | 77,785 | $1.8M |
| First Western Trust Bank | 0.08% | Add +242.0% | 71,612 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +21.5% | 69,368 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 59,886 | $1.4M |
| Keeler Thomas Management LLC | 0.46% | Reduce -52.6% | 56,038 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +47.9% | 54,010 | $1.3M |
| Lido Advisors, LLC | 0.00% | Reduce -34.0% | 44,828 | $1.0M |
| UBS Group AG | 0.00% | Add +11.2% | 43,551 | $1.0M |
| Focused Alpha, LLC | 0.24% | Add +0.8% | 39,247 | $918K |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 36,954 | $865K |
| Bullock Wealth Management Group | 0.36% | Add +24.2% | 35,995 | $839K |
| Cyr Financial Inc. | 0.43% | Add +1.4% | 35,657 | $834K |
| High Note Wealth, LLC | 0.14% | Add +95.5% | 35,547 | $831K |
| Aspen Wealth Management LLC | 0.13% | Add +92.1% | 33,329 | $780K |
| Cetera Investment Advisers | 0.00% | Reduce -18.6% | 31,776 | $743K |
| Wrapmanager Inc. | 0.23% | Reduce -10.4% | 31,383 | $734K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 31,369 | $734K |
| Heartland Bank & Trust Co | 0.15% | Add +23.9% | 30,962 | $724K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.9% | 29,718 | $695K |
| Quad-Cities Investment Group, LLC | 0.19% | New | 23,065 | $539K |
| Thrivent Financial for Lutherans | 0.00% | Add +37.0% | 22,550 | $527K |
| Osaic Holdings, Inc. | 0.00% | Add +122.9% | 21,123 | $494K |
| Guidance Point Advisors, LLC | 0.11% | New | 20,925 | $490K |
| Stifel Financial Corp. | 0.00% | Add +13.6% | 19,423 | $454K |
| Snowden Capital Advisors LLC | 0.01% | No change | 18,116 | $424K |
| Ruggaard & Associates LLC | 0.15% | Add +31.1% | 17,947 | $420K |
| Captrust Financial Advisors | 0.00% | No change | 16,539 | $387K |
| Segment Wealth Management, LLC | 0.02% | Add +11.9% | 16,215 | $379K |
| River's Edge Wealth Management, LLC | 0.31% | Reduce -3.0% | 15,228 | $355K |
| IFP Advisors, Inc | 0.01% | Reduce -4.0% | 15,046 | $352K |
| Private Advisor Group, LLC | 0.00% | Reduce -15.3% | 14,913 | $349K |
| Occidental Asset Management, LLC | 0.03% | Add +11.6% | 14,871 | $348K |
| Belpointe Asset Management LLC | 0.01% | New | 12,730 | $298K |
| GAMMA Investing LLC | 0.01% | Add +142.2% | 12,725 | $298K |
| Madden Advisory Services, Inc. | 0.10% | Add +8.9% | 11,610 | $272K |
| Waverly Advisors, LLC | 0.00% | Add +6.8% | 11,505 | $269K |
| Legacy Trust | 0.05% | No change | 11,339 | $265K |
| Windsor Capital Management, LLC | 0.07% | New | 11,330 | $265K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -25.0% | 11,245 | $263K |
| Ellis Investment Partners, LLC | 0.04% | Add +5.4% | 11,187 | $262K |
| Citadel Advisors | 0.00% | Reduce -62.4% | 11,086 | $259K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 10,364 | $242K |
| 1900 Wealth Management LLC | 0.01% | No change | 9,817 | $230K |
| Daviman Financial, LLC | 0.13% | Add +7.5% | 9,769 | $228K |
| Headinvest, LLC | 0.04% | Reduce -33.7% | 9,303 | $218K |
| Tableaux LLC | 0.09% | Reduce -10.0% | 9,224 | $216K |
| Summitry LLC | 0.01% | Reduce -5.8% | 8,865 | $207K |
| MCF Advisors LLC | 0.01% | No change | 7,217 | $169K |
| Alaska Permanent Capital Management, LLC | 0.01% | Add +1.6% | 6,956 | $162K |
| Global Retirement Partners, LLC | 0.00% | — | 6,586 | $154K |
| Activest Wealth Management | 0.03% | No change | 6,510 | $152K |
| Orion Capital Management LLC | 0.04% | No change | 5,000 | $117K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 4,514 | $106K |
| CNB Bank | 0.03% | Add +4.9% | 3,724 | $87K |
| Fiduciary Financial Advisors | 0.01% | New | 2,751 | $64K |
| Napier Financial, LLC | 0.01% | No change | 2,222 | $52K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,018 | $47K |
| Barrett & Company, Inc. | 0.01% | No change | 1,944 | $45K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.6% | 1,532 | $36K |
| Parallel Advisors, LLC | 0.00% | New | 1,350 | $32K |
| 10Elms LLP | 0.01% | Add +127.0% | 1,251 | $29K |
| Blue Trust, Inc. | 0.00% | Add +1.7% | 849 | $20K |
| Farther Finance Advisors, LLC | 0.00% | No change | 699 | $16K |
| Bogart Wealth, LLC | 0.00% | No change | 634 | $15K |
| HM Payson & Co. | 0.00% | No change | 446 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 67 | $2K |
| Basepoint Wealth LLC | 0.00% | New | 50 | $1K |
"% of holder's portfolio" is IBHI's weight in each manager's 13F, not the share of iShares Ibonds 2029 TM HY Inc. the manager owns.