GAMMA Investing’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

GAMMA Investing’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	$304K	Buy	12,929 +7,426	+135%	+$175K	0.01%	967
2026 Q1	$129K	Sell	5,503 -1,468	-21%	-$34.7K	0.01%	1459
2025 Q4	$165K	Buy	6,971 +119	+2%	+$2.82K	0.01%	1176
2025 Q3	$163K	Sell	6,852 -45,490	-87%	-$1.08M	0.01%	1128
2025 Q2	$1.24M	Sell	52,342 -147,804	-74%	-$3.44M	0.08%	228
2025 Q1	$4.68M	Buy	200,146 +36,683	+22%	+$863K	0.35%	41
2024 Q4	$3.82M	Buy	163,463 +43,941	+37%	+$1.03M	0.33%	45
2024 Q3	$2.84M	Buy	119,522 +83,247	+229%	+$1.95M	0.28%	56
2024 Q2	$839K	Buy	36,275 +12,508	+53%	+$288K	0.11%	156
2024 Q1	$555K	Buy	+23,767	New	+$552K	0.11%	161

Other funds holding IBHH

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Wormser Freres Gestion Paris, France $177M AUM 13.84% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return