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 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%	+$9.59K	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 $639M AUM 19.03% 1-Year Est. Return

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

CFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

IFP Advisors's IBHH Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 5.8% in Q2 2026, selling an estimated $27.9K and leaving 19,375 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #1087.

IFP Advisors first reported a position in IBHH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q3 2024. 51 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

IFP Advisors held 19,375 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $455K as of Q2 2026.
IFP Advisors sold 1,186 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $27.9K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1087 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 13 quarters since.
IFP Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $1.5M in Q3 2024.
51 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.