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 Q3	$313K	Hold	13,552	–	–	0.01%	900
2026 Q2	$318K	Buy	+13,552	New	+$319K	0.01%	879

Other funds holding IBHH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Belpointe Asset Management's IBHH Position: Q3 2026 in Review

Belpointe Asset Management held its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) position steady in Q3 2026 at 13,552 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #900.

Belpointe Asset Management first reported a position in IBHH in Q2 2026 and has held it in 2 quarters since. The position peaked at $318K in Q2 2026. 62 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

Belpointe Asset Management held 13,552 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $313K as of Q3 2026.
Belpointe Asset Management left its iShares iBonds 2028 Term High Yield and Income ETF share count unchanged in Q3 2026.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #900 holding.
Belpointe Asset Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2026 and has held it in 2 quarters since.
Belpointe Asset Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $318K in Q2 2026.
62 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.