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

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

Bullock Wealth Management increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 33% in Q2 2026, buying an estimated $166K and bringing the position to 28,221 shares worth $660K. The position accounts for 0.29% of the portfolio, ranked #89.

Bullock Wealth Management first reported a position in IBHH in Q1 2024 and has held it in 10 quarters since. 106 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.
• Bullock Wealth Management bought 7,052 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $166K.
• 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.
• Bullock Wealth Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
• 106 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.