IBHI — ISHARES IBONDS 2029 TM HY IN
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- Fidelity Management & Research (FMR) sold 941 sh · $21.90K
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 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 | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details