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

Evanson 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
Q1 		– Sell
-11,556
Closed -$274K – 329
2025
Q4 		$274K Buy
11,556
+824
+8% +$19.5K 0.01% 282
2025
Q3 		$256K Buy
+10,732
New +$255K 0.01% 282

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Evanson Asset Management's IBHH Position: Q1 2026 in Review

Evanson Asset Management sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q1 2026, closing a stake of 11,556 shares — an estimated $274K sold.

Evanson Asset Management first reported a position in IBHH in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 101 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

  • Evanson Asset Management reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Evanson Asset Management sold 11,556 iShares iBonds 2028 Term High Yield and Income ETF shares in Q1 2026, an estimated $274K.
  • Evanson Asset Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and held it in 2 quarters.
  • Evanson Asset Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $274K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.