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

Financial Consulate’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
Q3 		$5.34K Buy
+231
New +$5.4K ﹤0.01% 881

Other funds holding IBHH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Littlejohn Financial Services
Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Penobscot Investment Management
Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Consulate's IBHH Position: Q3 2026 in Review

Financial Consulate opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q3 2026: 231 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings.

68 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

  • Financial Consulate held 231 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $5.34K as of Q3 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Financial Consulate position in Q3 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #881 holding.
  • 68 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.