Belpointe Asset Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Belpointe Asset Management’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	$318K	Buy	+13,552	New	+$319K	0.01%	879

Other funds holding IBHH

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Belpointe Asset Management's IBHH Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 13,552 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #879 among its holdings.

41 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

Belpointe Asset Management held 13,552 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $318K as of Q2 2026.
iShares iBonds 2028 Term High Yield and Income ETF was a new Belpointe Asset Management position in Q2 2026.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #879 holding.
41 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.