JFS Wealth Advisors
IBHH icon

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

JFS Wealth 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 		– Sell
-347
Closed -$8.16K – 2256
2026
Q2 		$8.16K Buy
+347
New +$8.16K ﹤0.01% 1098
2025
Q4 		– Sell
-300
Closed -$7.16K – 1949
2025
Q3 		$7.16K Buy
+300
New +$7.12K ﹤0.01% 995

Other funds holding IBHH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Littlejohn Financial Services
Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JFS Wealth Advisors's IBHH Position: Q3 2026 in Review

JFS Wealth Advisors sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q3 2026, closing a stake of 347 shares — an estimated $8.16K sold.

JFS Wealth Advisors first reported a position in IBHH in Q3 2025 and held it in 2 quarters. The position peaked at $8.16K in Q2 2026. 97 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

  • JFS Wealth Advisors reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 347 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2026, an estimated $8.16K.
  • JFS Wealth Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and held it in 2 quarters.
  • JFS Wealth Advisors's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $8.16K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.