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Clearstead Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Clearstead Advisors’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
Q4 		– Sell
-184
Closed -$4.4K – 2981
2025
Q3 		$4.4K Buy
+184
New +$4.36K ﹤0.01% 2203

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clearstead Advisors's IBHH Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q4 2025, closing a stake of 184 shares — an estimated $4.4K sold.

Clearstead Advisors first reported a position in IBHH in Q3 2025 and held it in 1 quarter. The position peaked at $4.4K in Q3 2025. 88 funds tracked by Wall St. Rank hold IBHH as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 184 iShares iBonds 2028 Term High Yield and Income ETF shares in Q4 2025, an estimated $4.4K.
  • Clearstead Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $4.4K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.