Waverly Advisors, LLC
Position in IBHI — iShares iBonds 2029 Term High Yield and Income ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in IBHI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHI | $250,920 | 10,777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBHI | $290,200 | 12,281 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBHI | $288,203 | 12,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBHI | $283,190 | 11,954 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBHI | $276,689 | 11,916 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||