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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 $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return