CFS
IBHH icon

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

Commonwealth Financial 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 		$2.49M Sell
106,081
-254,778
-71% -$5.99M 0.34% 60
2026
Q1 		$8.47M Buy
360,859
+22,004
+6% +$520K 1.34% 23
2025
Q4 		$8.02M Buy
338,855
+13,601
+4% +$322K 1.32% 24
2025
Q3 		$7.76M Buy
325,254
+6,066
+2% +$144K 1.33% 24
2025
Q2 		$7.57M Buy
319,188
+262
+0.1% +$6.1K 1.46% 18
2025
Q1 		$7.45M Buy
318,926
+301,147
+1,694% +$7.08M 1.53% 18
2024
Q4 		$415K Buy
17,779
+3,033
+21% +$71.4K 0.08% 120
2024
Q3 		$349K Buy
14,746
+3,444
+30% +$80.7K 0.07% 129
2024
Q2 		$261K Buy
11,302
+331
+3% +$7.63K 0.05% 161
2024
Q1 		$256K Hold
10,971
– – 0.06% 156
2023
Q4 		$256K Buy
+10,971
New +$246K 0.06% 156

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

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

Commonwealth Financial Services reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 71% in Q2 2026, selling an estimated $5.99M and leaving 106,081 shares worth $2.49M. The position accounts for 0.34% of the portfolio, ranked #60.

Commonwealth Financial Services first reported a position in IBHH in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.47M in Q1 2026. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Commonwealth Financial Services held 106,081 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $2.49M as of Q2 2026.
  • Commonwealth Financial Services sold 254,778 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.99M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.34% of Commonwealth Financial Services's portfolio in Q2 2026, its #60 holding.
  • Commonwealth Financial 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 Financial Services's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $8.47M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.