Cerity Partners
IBHH icon

Cerity Partners’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Cerity Partners’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 		$523K Sell
22,264
-2,103
-9% -$49.4K ﹤0.01% 2394
2026
Q1 		$572K Buy
+24,367
New +$576K ﹤0.01% 2199

Other funds holding IBHH

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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

Cerity Partners's IBHH Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 8.6% in Q2 2026, selling an estimated $49.4K and leaving 22,264 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Cerity Partners first reported a position in IBHH in Q1 2026 and has held it in 2 quarters since. The position peaked at $572K in Q1 2026. 106 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Cerity Partners held 22,264 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $523K as of Q2 2026.
  • Cerity Partners sold 2,103 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $49.4K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2394 holding.
  • Cerity Partners first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $572K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.