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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GAMMA Investing's IBHH Position: Q2 2026 in Review

GAMMA Investing increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 135% in Q2 2026, buying an estimated $175K and bringing the position to 12,929 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #967.

GAMMA Investing first reported a position in IBHH in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.68M in Q1 2025. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

GAMMA Investing held 12,929 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $304K as of Q2 2026.
GAMMA Investing bought 7,426 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $175K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #967 holding.
GAMMA Investing first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
GAMMA Investing's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $4.68M in Q1 2025.
104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.