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IBHI — ISHARES IBONDS 2029 TM HY IN

Reported value held$55.58M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)6
Institutional value$55.50M · 2.37M sh
New / Add / Cut / Exit0 / 5 / 1 / 1
Top-5 / Top-10 concentration99.5% / 100.0%
Institutional holdings change Accumulating +14.1% (+292.76K sh)
Institutional value change Up +14.6%

As of Q2 2026, 6 SEC-registered investment managers reported holding IBHI (ISHARES IBONDS 2029 TM HY IN) in their latest 13F filings, with a combined reported value of $55.50M across 2.37M shares. That is +14.1% by share count (+292.76K shares) versus the previous quarter, while reported value moved +14.6%. Ownership is concentrated: the five largest holders account for 99.5% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 5 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 6 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.56M $36.42M 0.00% Add
Bank of America Corp history 442.89K $10.36M 0.00% Add
BlackRock Inc history 185.49K $4.34M 0.00% Add
Wells Fargo & Co history 132.70K $3.10M 0.00% Add
UBS Group AG history 43.55K $1.02M 0.00% Add
Citadel Advisors history 11.09K $259.30K 0.00% Reduce

Q1 2026 — 7 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.40M $32.65M 0.00% Add
Bank of America Corp history 414.01K $9.64M 0.00% Reduce
Wells Fargo & Co history 126.55K $2.95M 0.00% Add
BlackRock Inc history 67.55K $1.57M 0.00% Add
UBS Group AG history 39.16K $911.67K 0.00% Reduce
Citadel Advisors history 29.52K $687.29K 0.00% New
Fidelity Management & Research (FMR) history 941 $21.90K 0.00% New

Q4 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.31M $30.87M 0.00% Add
Bank of America Corp history 436.09K $10.30M 0.00% Add
Wells Fargo & Co history 90.67K $2.14M 0.00% Add
UBS Group AG history 79.95K $1.89M 0.00% Add
BlackRock Inc history 50.67K $1.20M 0.00% Add

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.25M $29.72M 0.00% Add
Bank of America Corp history 331.33K $7.90M 0.00% Add
Wells Fargo & Co history 62.84K $1.50M 0.00% Add
BlackRock Inc history 33.78K $805.61K 0.00% Hold
UBS Group AG history 21.04K $501.71K 0.00% Add

Q2 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 431.32K $10.22M 0.00% Add
Bank of America Corp history 296.46K $7.02M 0.00% Add
BlackRock Inc history 33.78K $800.20K 0.00% Reduce
UBS Group AG history 17.09K $404.86K 0.00% Reduce
Wells Fargo & Co history 2.43K $57.47K 0.00% Add

Q1 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 329.48K $7.65M 0.00% Add
Bank of America Corp history 288.51K $6.70M 0.00% Add
UBS Group AG history 51.97K $1.21M 0.00% Add
BlackRock Inc history 33.99K $789.32K 0.00% Add
JPMorgan Chase & Co history 2.80K $65.02K 0.00% Add
Wells Fargo & Co history 66 $1.53K 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 8 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
Morgan Stanley 1.56M 1.40M 1.31M 1.25M 431.32K 329.48K 202.19K 41.52K 35.76K 27.70K 18.07K 56 56 — — —
Bank of America Corp 442.89K 414.01K 436.09K 331.33K 296.46K 288.51K 226.63K 222.82K 206.25K 18.18K 5.33K 5.17K 224 — — —
BlackRock Inc 185.49K 67.55K 50.67K 33.78K 33.78K 33.99K 17.00K — — — — — — — — —
Wells Fargo & Co 132.70K 126.55K 90.67K 62.84K 2.43K 66 — — — — 4.34K 4.34K 4.16K 7.91K 3.75K 3.75K
UBS Group AG 43.55K 39.16K 79.95K 21.04K 17.09K 51.97K 10.60K — — 807 755 97 — 200 728 —
Citadel Advisors 11.09K 29.52K — — — — — — — — — — — — — —
Fidelity Management & Research (FMR) — 941 — — — — — — — — — — — — — —
JPMorgan Chase & Co — — — — — 2.80K 2.38K 69.88K — — — — — — — —

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