§ EQUITY
USDIBHI
ISHARES IBONDS 2029 TM HY IN
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
61 increased/new, 16 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 1.5M | 2.1% | +9% |
| Morgan Stanley | 1.4M | 0.0% | +7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.1M | 0.0% | +2% |
| NewEdge Advisors, LLC | 855K | n/a | −3% |
| Baltimore-Washington Financial Advisors, Inc. | 652K | 0.7% | +30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 535K | 0.0% | −7% |
◇ AC INTELLIGENCE
Top institutional owners for IBHI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER68.1% · 77 holders
DEALER / BANK20.3% · 9 holders
INCOME / DEFENSIVE10.7% · 1 holder
PASSIVE / INDEX0.7% · 1 holder
TACTICAL / MACRO0.3% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBHI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBHI yet.