iShares Ibonds 2029 TM HY In ETF (IBHI): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IBHI for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 97

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$23.39

+0.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IBHI (all 13F filers)

Lbmc Investment Advisors1.7 MType not verified+242 K
Northwestern Mutual Wealth Management1.7 MWealth adviser+594 K
Morgan Stanley1.6 MBank or trading desk+155 K
HighTower Advisors964 KWealth adviser+964 K
NewEdge Advisors908 KWealth adviser+52 K
Baltimore-Washington Financial Advisors710 KType not verified+58 K
Commonwealth Equity Services515 KWealth adviser−19 K
Scissortail Wealth Management494 KWealth adviser+8,877
LPL Financial489 KWealth adviser+119 K
Bank of America443 KBank or trading desk+29 K

Filer	Type
Lbmc Investment Advisors	Type not verified	1.7 M	+242 K	$40.0M
Northwestern Mutual Wealth Management	Wealth adviser	1.7 M	+594 K	$39.5M
Morgan Stanley	Bank or trading desk	1.6 M	+155 K	$36.4M
HighTower Advisors	Wealth adviser	964 K	+964 K	$22.6M
NewEdge Advisors	Wealth adviser	908 K	+52 K	$21.2M
Baltimore-Washington Financial Advisors	Type not verified	710 K	+58 K	$16.6M
Commonwealth Equity Services	Wealth adviser	515 K	−19 K	$12.1M
Scissortail Wealth Management	Wealth adviser	494 K	+8,877	$11.6M
LPL Financial	Wealth adviser	489 K	+119 K	$11.4M
Bank of America	Bank or trading desk	443 K	+29 K	$10.4M

Lbmc Investment Advisors
Shares
1.7 M
Change
+242 K
See more
Type
Type not verified
Value
$40.0M
Northwestern Mutual Wealth Management
Shares
1.7 M
Change
+594 K
See more
Type
Wealth adviser
Value
$39.5M
Morgan Stanley
Shares
1.6 M
Change
+155 K
See more
Type
Bank or trading desk
Value
$36.4M
HighTower Advisors
Shares
964 K
Change
+964 K
See more
Type
Wealth adviser
Value
$22.6M
NewEdge Advisors
Shares
908 K
Change
+52 K
See more
Type
Wealth adviser
Value
$21.2M
Baltimore-Washington Financial Advisors
Shares
710 K
Change
+58 K
See more
Type
Type not verified
Value
$16.6M
Commonwealth Equity Services
Shares
515 K
Change
−19 K
See more
Type
Wealth adviser
Value
$12.1M
Scissortail Wealth Management
Shares
494 K
Change
+8,877
See more
Type
Wealth adviser
Value
$11.6M
LPL Financial
Shares
489 K
Change
+119 K
See more
Type
Wealth adviser
Value
$11.4M
Bank of America
Shares
443 K
Change
+29 K
See more
Type
Bank or trading desk
Value
$10.4M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗