IFP Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

IFP Advisors’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	$454K	Buy	19,613 +238	+1%	+$5.56K	0.01%	1124
2026 Q2	$455K	Sell	19,375 -1,186	-6%	-$27.9K	0.01%	1087
2026 Q1	$483K	Buy	20,561 +3,827	+23%	+$90.4K	0.01%	975
2025 Q4	$396K	Sell	16,734 -26,926	-62%	-$637K	0.01%	1033
2025 Q3	$1.04M	Sell	43,660 -2,014	-4%	-$47.8K	0.03%	585
2025 Q2	$1.08M	Sell	45,674 -14,590	-24%	-$340K	0.03%	558
2025 Q1	$1.41M	Sell	60,264 -3,329	-5%	-$78.3K	0.04%	455
2024 Q4	$1.49M	Buy	63,593 +407	+0.6%	+$9.6K	0.05%	421
2024 Q3	$1.5M	Buy	63,186 +3,105	+5%	+$72.8K	0.05%	374
2024 Q2	$1.39M	Buy	60,081 +7,258	+14%	+$167K	0.06%	356
2024 Q1	$1.23M	Buy	52,823 +7,697	+17%	+$179K	0.05%	362
2023 Q4	$1.05M	Buy	45,126 +42,104	+1,393%	+$945K	0.05%	379
2023 Q3	$67K	Buy	3,022 +1,895	+168%	+$42.5K	﹤0.01%	1436
2023 Q2	$25.4K	Buy	+1,127	New	+$25.3K	﹤0.01%	1901

Other funds holding IBHH

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

IFP Advisors's IBHH Position: Q3 2026 in Review

IFP Advisors increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 1.2% in Q3 2026, buying an estimated $5.56K and bringing the position to 19,613 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #1124.

IFP Advisors first reported a position in IBHH in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.5M in Q3 2024. 47 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

IFP Advisors held 19,613 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $454K as of Q3 2026.
IFP Advisors bought 238 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2026, an estimated $5.56K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1124 holding.
IFP Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2023 and has held it in 14 quarters since.
IFP Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $1.5M in Q3 2024.
47 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.