FCH
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Freestone Capital Holdings’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Freestone Capital Holdings’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 		$263K Sell
11,200
-3,723
-25% -$87.5K 0.01% 511
2026
Q1 		$350K Sell
14,923
-5,505
-27% -$130K 0.01% 411
2025
Q4 		$484K Buy
20,428
+1,365
+7% +$32.3K 0.01% 351
2025
Q3 		$455K Buy
+19,063
New +$452K 0.01% 366

Other funds holding IBHH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 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 $44.6B AUM 28.94% 1-Year Est. Return

Freestone Capital Holdings's IBHH Position: Q2 2026 in Review

Freestone Capital Holdings reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 25% in Q2 2026, selling an estimated $87.5K and leaving 11,200 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #511.

Freestone Capital Holdings first reported a position in IBHH in Q3 2025 and has held it in 4 quarters since. The position peaked at $484K in Q4 2025. 58 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Freestone Capital Holdings held 11,200 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $263K as of Q2 2026.
  • Freestone Capital Holdings sold 3,723 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $87.5K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #511 holding.
  • Freestone Capital Holdings first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Freestone Capital Holdings's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $484K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.