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 Q3	$331K	Buy	14,322 +1,393	+11%	+$32.5K	0.01%	962
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

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing's IBHH Position: Q3 2026 in Review

GAMMA Investing increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 11% in Q3 2026, buying an estimated $32.5K and bringing the position to 14,322 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #962.

GAMMA Investing first reported a position in IBHH in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.68M in Q1 2025. 7 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

GAMMA Investing held 14,322 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $331K as of Q3 2026.
GAMMA Investing bought 1,393 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2026, an estimated $32.5K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #962 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 11 quarters since.
GAMMA Investing's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $4.68M in Q1 2025.
7 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.