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Action Point Financial Planning’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Action Point Financial Planning’s Portfolio IBHH Stock Details IBHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Buy
+56,671
New +$1.33M 0.14% 144

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's IBHH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 56,671 shares worth $1.33M. The stake represents 0.14% of the portfolio and ranks #144 among its holdings.

104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Action Point Financial Planning held 56,671 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $1.33M as of Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.14% of Action Point Financial Planning's portfolio in Q2 2026, its #144 holding.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.