Envestnet Asset Management
IBHH icon

Envestnet Asset Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Envestnet Asset 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 		$281K Sell
11,965
-7,654
-39% -$180K ﹤0.01% 4465
2026
Q1 		$460K Buy
19,619
+10,207
+108% +$241K ﹤0.01% 3990
2025
Q4 		$223K Buy
+9,412
New +$223K ﹤0.01% 4210
2025
Q3 		– Sell
-18,747
Closed -$445K – 4582
2025
Q2 		$445K Buy
+18,747
New +$437K ﹤0.01% 3781

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

Envestnet Asset Management's IBHH Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 39% in Q2 2026, selling an estimated $180K and leaving 11,965 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #4465.

Envestnet Asset Management first reported a position in IBHH in Q2 2025 and has held it in 4 quarters since. The position peaked at $460K in Q1 2026. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Envestnet Asset Management held 11,965 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $281K as of Q2 2026.
  • Envestnet Asset Management sold 7,654 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $180K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4465 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $460K 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.