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Austin Private Wealth’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Austin Private Wealth’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
2025
Q4 		$546K Buy
23,045
+60
+0.3% +$1.42K 0.04% 166
2025
Q3 		$548K Buy
22,985
+6,197
+37% +$147K 0.04% 169
2025
Q2 		$398K Buy
16,788
+3,237
+24% +$75.4K 0.03% 200
2025
Q1 		$317K Sell
13,551
-1,744
-11% -$41K 0.03% 210
2024
Q4 		$357K Buy
15,295
+930
+6% +$21.9K 0.03% 183
2024
Q3 		$342K Buy
14,365
+38
+0.3% +$891 0.03% 187
2024
Q2 		$331K Buy
14,327
+1,629
+13% +$37.5K 0.04% 165
2024
Q1 		$293K Buy
+12,698
New +$295K 0.03% 176

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Austin Private Wealth's IBHH Position: Q4 2025 in Review

Austin Private Wealth increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 0.26% in Q4 2025, buying an estimated $1.42K and bringing the position to 23,045 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #166.

Austin Private Wealth first reported a position in IBHH in Q1 2024 and has held it in 8 quarters since. The position peaked at $548K in Q3 2025. 88 funds tracked by Wall St. Rank hold IBHH as of Q4 2025.

  • Austin Private Wealth held 23,045 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $546K as of Q4 2025.
  • Austin Private Wealth bought 60 iShares iBonds 2028 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.42K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #166 holding.
  • Austin Private Wealth first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and has held it in 8 quarters since.
  • Austin Private Wealth's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $548K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.