CWM
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Cornerstone Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Cornerstone Wealth Management’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 		$211K Buy
+8,983
New +$211K 0.01% 708

Other funds holding IBHH

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $114M AUM
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cornerstone Wealth Management's IBHH Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 8,983 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings.

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

  • Cornerstone Wealth Management held 8,983 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $211K as of Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #708 holding.
  • 20 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.