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

Concurrent Investment 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
2026
Q2 		$502K Buy
+21,350
New +$502K ﹤0.01% 1398

Other funds holding IBHH

IF
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
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Concurrent Investment Advisors's IBHH Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 21,350 shares worth $502K. The stake represents ﹤0.01% of the portfolio and ranks #1398 among its holdings.

28 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Concurrent Investment Advisors held 21,350 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $502K as of Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1398 holding.
  • 28 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.