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

Boreal Capital 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	–	Hold	0	–	–	–	111
2026 Q1	–	Hold	0	–	–	–	109
2025 Q4	–	Hold	0	–	–	–	105
2025 Q3	–	Hold	0	–	–	–	101
2025 Q2	–	Hold	0	–	–	–	106

Other funds holding IBHH

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

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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