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

Bullock Wealth 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 		$660K Buy
+28,221
New +$663K 0.29% 89

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

Bullock Wealth Management's IBHH Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 28,221 shares worth $660K. The stake represents 0.29% of the portfolio and ranks #89 among its holdings.

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

  • Bullock Wealth Management held 28,221 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $660K as of Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Bullock Wealth Management position in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.29% of Bullock Wealth Management's portfolio in Q2 2026, its #89 holding.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.