BPI
IBHH icon

BFC Planning, Inc.’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

BFC Planning, Inc.’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 		$337K Buy
14,339
+2,556
+22% +$60.1K 0.01% 753
2026
Q1 		$277K Buy
11,783
+35
+0.3% +$827 0.01% 762
2025
Q4 		$278K Buy
11,748
+3,257
+38% +$77.1K 0.01% 745
2025
Q3 		$203K Buy
8,491
+441
+5% +$10.5K 0.01% 661
2025
Q2 		$191K Buy
8,050
+60
+0.8% +$1.4K 0.02% 655
2025
Q1 		$187K Buy
7,990
+439
+6% +$10.3K 0.02% 638
2024
Q4 		$176K Buy
+7,551
New +$178K 0.01% 659

Other funds holding IBHH

LBMC Investment Advisors
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
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 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

BFC Planning, Inc.'s IBHH Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 22% in Q2 2026, buying an estimated $60.1K and bringing the position to 14,339 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #753.

BFC Planning, Inc. first reported a position in IBHH in Q4 2024 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • BFC Planning, Inc. held 14,339 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $337K as of Q2 2026.
  • BFC Planning, Inc. bought 2,556 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $60.1K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #753 holding.
  • BFC Planning, Inc. first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.