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BridgePort Financial Solutions’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

BridgePort Financial Solutions’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
2025
Q3 		– Sell
-10,490
Closed -$249K – 240
2025
Q2 		$249K Hold
10,490
– – 0.08% 164
2025
Q1 		$245K Hold
10,490
– – 0.11% 143
2024
Q4 		$248K Buy
+10,490
New +$247K 0.11% 141

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

BridgePort Financial Solutions's IBHH Position: Q3 2025 in Review

BridgePort Financial Solutions sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q3 2025, closing a stake of 10,490 shares — an estimated $249K sold.

BridgePort Financial Solutions first reported a position in IBHH in Q4 2024 and held it in 3 quarters. The position peaked at $249K in Q2 2025. 71 funds tracked by Wall St. Rank hold IBHH as of Q3 2025.

  • BridgePort Financial Solutions reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • BridgePort Financial Solutions sold 10,490 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2025, an estimated $249K.
  • BridgePort Financial Solutions first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2024 and held it in 3 quarters.
  • BridgePort Financial Solutions's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $249K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2025.

Based on BridgePort Financial Solutions's 13F filing for Q3 2025, filed 6 Nov 2025.