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Ironwood Financial’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Ironwood Financial’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 		$9.74M Buy
417,145
+51,826
+14% +$1.22M 1.52% 18
2026
Q1 		$8.57M Buy
365,319
+19,212
+6% +$454K 1.5% 18
2025
Q4 		$8.22M Buy
346,107
+39,876
+13% +$944K 1.39% 21
2025
Q3 		$7.31M Buy
306,231
+291,262
+1,946% +$6.91M 1.29% 22
2025
Q2 		$350K Hold
14,969
– – 0.08% 125
2025
Q1 		$350K Buy
+14,969
New +$352K 0.08% 125

Other funds holding IBHH

LIA
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
BWFA
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ironwood Financial's IBHH Position: Q2 2026 in Review

Ironwood Financial increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 14% in Q2 2026, buying an estimated $1.22M and bringing the position to 417,145 shares worth $9.74M. The position accounts for 1.52% of the portfolio, ranked #18.

Ironwood Financial first reported a position in IBHH in Q1 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Ironwood Financial held 417,145 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $9.74M as of Q2 2026.
  • Ironwood Financial bought 51,826 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.22M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 1.52% of Ironwood Financial's portfolio in Q2 2026, its #18 holding.
  • Ironwood Financial first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.