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J.W. Cole Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

J.W. Cole 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 		$454K Buy
+19,300
New +$454K 0.01% 1059

Other funds holding IBHH

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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $114M AUM
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

J.W. Cole Advisors's IBHH Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 19,300 shares worth $454K. The stake represents 0.01% of the portfolio and ranks #1059 among its holdings.

20 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • J.W. Cole Advisors held 19,300 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $454K as of Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1059 holding.
  • 20 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.