BPA
IBHH icon

Beacon Pointe Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Beacon Pointe 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
Q1 		$487K Buy
20,771
+1,727
+9% +$40.8K ﹤0.01% 1311
2025
Q4 		$451K Buy
19,044
+933
+5% +$22.1K ﹤0.01% 1109
2025
Q3 		$432K Sell
18,111
-2,312
-11% -$54.8K ﹤0.01% 1055
2025
Q2 		$485K Sell
20,423
-7,609
-27% -$177K 0.01% 894
2025
Q1 		$655K Buy
28,032
+337
+1% +$7.93K 0.01% 759
2024
Q4 		$647K Buy
27,695
+5,093
+23% +$120K 0.01% 751
2024
Q3 		$538K Buy
22,602
+2,654
+13% +$62.2K 0.01% 823
2024
Q2 		$461K Buy
19,948
+6,362
+47% +$147K 0.01% 896
2024
Q1 		$317K Buy
+13,586
New +$316K ﹤0.01% 1098

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return