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Barrett & Company’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Barrett & Company’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 		$45.2K Hold
1,925
– – 0.01% 328
2026
Q1 		$45.2K Hold
1,925
– – 0.02% 301
2025
Q4 		$45.6K Hold
1,925
– – 0.02% 310
2025
Q3 		$45.9K Hold
1,925
– – 0.02% 316
2025
Q2 		$45.7K Buy
+1,925
New +$44.8K 0.02% 314

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

Barrett & Company's IBHH Position: Q2 2026 in Review

Barrett & Company held its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) position steady in Q2 2026 at 1,925 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #328.

Barrett & Company first reported a position in IBHH in Q2 2025 and has held it in 5 quarters since. The position peaked at $45.9K in Q3 2025. 105 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Barrett & Company held 1,925 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $45.2K as of Q2 2026.
  • Barrett & Company left its iShares iBonds 2028 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #328 holding.
  • Barrett & Company first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Barrett & Company's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $45.9K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.