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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
Q2 		$597K Buy
25,401
+4,630
+22% +$109K ﹤0.01% 1253
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 $1.85B 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

Beacon Pointe Advisors's IBHH Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 22% in Q2 2026, buying an estimated $109K and bringing the position to 25,401 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Beacon Pointe Advisors first reported a position in IBHH in Q1 2024 and has held it in 10 quarters since. The position peaked at $655K in Q1 2025. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Beacon Pointe Advisors held 25,401 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $597K as of Q2 2026.
  • Beacon Pointe Advisors bought 4,630 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $109K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1253 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Beacon Pointe Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $655K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.