Integrated Wealth Concepts
IBHH icon

Integrated Wealth Concepts’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Integrated Wealth Concepts’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 		$1.47M Buy
62,464
+5,136
+9% +$121K 0.01% 992
2026
Q1 		$1.35M Sell
57,328
-2,037
-3% -$48.1K 0.01% 951
2025
Q4 		$1.41M Buy
59,365
+11,258
+23% +$267K 0.02% 636
2025
Q3 		$1.15M Buy
48,107
+1,739
+4% +$41.2K 0.01% 913
2025
Q2 		$1.1M Sell
46,368
-3,333
-7% -$77.6K 0.01% 868
2025
Q1 		$1.16M Buy
49,701
+4,174
+9% +$98.2K 0.01% 770
2024
Q4 		$1.06M Buy
45,527
+5,215
+13% +$123K 0.01% 783
2024
Q3 		$959K Buy
40,312
+891
+2% +$20.9K 0.01% 819
2024
Q2 		$911K Buy
39,421
+3,987
+11% +$91.9K 0.01% 801
2024
Q1 		$827K Buy
35,434
+25,034
+241% +$581K 0.01% 840
2023
Q4 		$242K Buy
10,400
+1,100
+12% +$24.7K ﹤0.01% 1372
2023
Q3 		$206K Hold
9,300
– – ﹤0.01% 1398
2023
Q2 		$210K Buy
+9,300
New +$209K ﹤0.01% 1403

Other funds holding IBHH

LBMC Investment Advisors
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's IBHH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 9% in Q2 2026, buying an estimated $121K and bringing the position to 62,464 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #992.

Integrated Wealth Concepts first reported a position in IBHH in Q2 2023 and has held it in 13 quarters since. 106 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Integrated Wealth Concepts held 62,464 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $1.47M as of Q2 2026.
  • Integrated Wealth Concepts bought 5,136 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $121K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #992 holding.
  • Integrated Wealth Concepts 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.
  • 106 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.