HBT
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Heartland Bank & Trust’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Heartland Bank & Trust’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
Q1 		$721K Buy
30,711
+3,890
+15% +$91.9K 0.16% 100
2025
Q4 		$635K Buy
26,821
+1,311
+5% +$31K 0.27% 81
2025
Q3 		$609K Buy
25,510
+4,549
+22% +$108K 0.25% 91
2025
Q2 		$497K Buy
20,961
+7,972
+61% +$186K 0.23% 100
2025
Q1 		$303K Buy
+12,989
New +$306K 0.16% 136

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Heartland Bank & Trust's IBHH Position: Q1 2026 in Review

Heartland Bank & Trust increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 15% in Q1 2026, buying an estimated $91.9K and bringing the position to 30,711 shares worth $721K. The position accounts for 0.16% of the portfolio, ranked #100.

Heartland Bank & Trust first reported a position in IBHH in Q1 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

  • Heartland Bank & Trust held 30,711 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $721K as of Q1 2026.
  • Heartland Bank & Trust bought 3,890 iShares iBonds 2028 Term High Yield and Income ETF shares in Q1 2026, an estimated $91.9K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.16% of Heartland Bank & Trust's portfolio in Q1 2026, its #100 holding.
  • Heartland Bank & Trust first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.