BTI
IBHH icon

Blue Trust Inc’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Blue Trust Inc’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 		$19.9K Buy
848
+13
+2% +$306 ﹤0.01% 1658
2026
Q1 		$19.6K Buy
835
+8
+1% +$189 ﹤0.01% 1651
2025
Q4 		$19.6K Buy
827
+17
+2% +$402 ﹤0.01% 1684
2025
Q3 		$19.3K Buy
810
+13
+2% +$308 ﹤0.01% 1669
2025
Q2 		$18.9K Buy
797
+13
+2% +$303 ﹤0.01% 1690
2025
Q1 		$18.3K Buy
784
+9
+1% +$212 ﹤0.01% 1668
2024
Q4 		$18.1K Buy
+775
New +$18.3K ﹤0.01% 1628

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

Blue Trust Inc's IBHH Position: Q2 2026 in Review

Blue Trust Inc increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 1.6% in Q2 2026, buying an estimated $306 and bringing the position to 848 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Blue Trust Inc first reported a position in IBHH in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Blue Trust Inc held 848 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $19.9K as of Q2 2026.
  • Blue Trust Inc bought 13 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $306.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1658 holding.
  • Blue Trust Inc first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.