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Baltimore-Washington Financial Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Baltimore-Washington Financial Advisors’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 		$30.6M Buy
1,303,117
+52,311
+4% +$1.23M 1.14% 29
2026
Q1 		$29.4M Buy
1,250,806
+49,187
+4% +$1.16M 1.27% 29
2025
Q4 		$28.4M Buy
1,201,619
+74,959
+7% +$1.77M 1.18% 31
2025
Q3 		$26.9M Buy
1,126,660
+63,854
+6% +$1.51M 1.15% 29
2025
Q2 		$25.2M Sell
1,062,806
-3,005
-0.3% -$70K 1.18% 31
2025
Q1 		$24.9M Buy
1,065,811
+143,145
+16% +$3.37M 1.32% 28
2024
Q4 		$21.6M Buy
922,666
+51,562
+6% +$1.21M 1.11% 32
2024
Q3 		$20.7M Buy
+871,104
New +$20.4M 1.12% 36

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IBHH Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 4.2% in Q2 2026, buying an estimated $1.23M and bringing the position to 1,303,117 shares worth $30.6M. The position accounts for 1.14% of the portfolio, ranked #29.

Baltimore-Washington Financial Advisors first reported a position in IBHH in Q3 2024 and has held it in 8 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 1,303,117 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $30.6M as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 52,311 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.23M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 1.14% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Baltimore-Washington Financial Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.