iShares Ibonds 2029 TM HYIBHIETF
13F holders, Q2 2024 (June 30)25holders +1
5new positions
4sold out
$23.14avg. 13F price*
At the end of Q2 2024, 25 institutions reported holding iShares Ibonds 2029 TM HY Inc. (IBHI) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($4.8M), Commonwealth Equity Services, LLC ($3.1M) and Old Mission Capital LLC ($1.9M).
- Company
- iShares Ibonds 2029 TM HY Inc.
- CUSIP
- 46436E379
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.9M |
| Exits | 4 | $1.5M |
All 13F filers, Q1 2024 → Q2 2024: 420,391 shares bought and 145,651 shares sold, net +274,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Bank of America Corp. | 0.00% | Add +1034.6% | 206,255 | $4.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.8% | 132,257 | $3.1M |
| Old Mission Capital LLC | 0.05% | Reduce -4.0% | 82,792 | $1.9M |
| LBMC Investment Advisors, LLC | 0.16% | New | 80,885 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -58.5% | 55,425 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +96.2% | 43,426 | $1.0M |
| Wrapmanager Inc. | 0.24% | Add +10.9% | 37,588 | $870K |
| Straight Path Wealth Management | 0.43% | Add +21.4% | 36,457 | $843K |
| Morgan Stanley | 0.00% | Add +29.1% | 35,757 | $827K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +65.6% | 32,633 | $755K |
| Integrated Wealth Concepts LLC | 0.01% | Add +93.8% | 32,085 | $742K |
| LPL Financial LLC | 0.00% | New | 27,790 | $643K |
| Royal Bank of Canada | 0.00% | Add +9.7% | 24,575 | $569K |
| Mutual Advisors, LLC | 0.01% | New | 9,223 | $216K |
| Snowden Capital Advisors LLC | 0.01% | New | 8,665 | $200K |
| BSW Wealth Partners | 0.03% | No change | 8,647 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.7% | 5,619 | $130K |
| GAMMA Investing LLC | 0.02% | Add +1532.6% | 5,061 | $117K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,026 | $93K |
| Osaic Holdings, Inc. | 0.00% | Add +596.4% | 2,716 | $63K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | Reduce -12.3% | 2,200 | $51K |
| IFP Advisors, Inc | 0.00% | Add +1.7% | 1,228 | $28K |
| Cwm, LLC | 0.00% | No change | 902 | $21K |
| Denver PWM, LLC | 0.00% | New | 100 | $2K |
| NewEdge Advisors, LLC | 0.00% | No change | 15 | $353 |
"% 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.