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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
Q2 		$8.15K 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

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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 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

JFS Wealth Advisors's IBHH Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 347 shares worth $8.15K. The stake represents ﹤0.01% of the portfolio and ranks #1098 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in IBHH as recently as Q3 2025.

JFS Wealth Advisors first reported a position in IBHH in Q3 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • JFS Wealth Advisors held 347 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $8.15K as of Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new JFS Wealth Advisors position in Q2 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1098 holding.
  • JFS Wealth Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and has held it in 2 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 JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.