Commonwealth Equity Services’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Commonwealth Equity Services’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	$3.11M	Sell	132,524 -21,987	-14%	-$517K	﹤0.01%	1747
2026 Q1	$3.63M	Sell	154,511 -45,037	-23%	-$1.06M	0.01%	1572
2025 Q4	$4.72M	Buy	199,548 +2,761	+1%	+$65.4K	0.01%	1362
2025 Q3	$4.7M	Sell	196,787 -1,465	-0.7%	-$34.7K	0.01%	1397
2025 Q2	$4.71M	Buy	198,252 +8,449	+4%	+$197K	0.01%	1366
2025 Q1	$4.43M	Buy	189,803 +5,578	+3%	+$131K	0.01%	1355
2024 Q4	$4.3M	Buy	184,225 +14,332	+8%	+$338K	0.01%	1335
2024 Q3	$4.04M	Buy	169,893 +1,335	+0.8%	+$31.3K	0.01%	1364
2024 Q2	$3.9M	Sell	168,558 -1,899	-1%	-$43.8K	0.01%	1338
2024 Q1	$3.98M	Buy	170,457 +20,691	+14%	+$481K	0.01%	1325
2023 Q4	$3.49M	Buy	+149,766	New	+$3.36M	0.01%	1326

Other funds holding IBHH

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services's IBHH Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 14% in Q2 2026, selling an estimated $517K and leaving 132,524 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Commonwealth Equity Services first reported a position in IBHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.72M in Q4 2025. 36 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

Commonwealth Equity Services held 132,524 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $3.11M as of Q2 2026.
Commonwealth Equity Services sold 21,987 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $517K.
iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1747 holding.
Commonwealth Equity Services first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $4.72M in Q4 2025.
36 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.