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

LBMC Investment 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 		$45.5M Buy
1,937,560
+196,432
+11% +$4.62M 2.47% 7
2026
Q1 		$40.9M Buy
1,741,128
+28,131
+2% +$665K 2.49% 7
2025
Q4 		$40.6M Buy
1,712,997
+197,029
+13% +$4.66M 2.5% 7
2025
Q3 		$36.2M Buy
1,515,968
+342,056
+29% +$8.11M 2.31% 7
2025
Q2 		$27.9M Buy
1,173,912
+337,777
+40% +$7.87M 1.99% 8
2025
Q1 		$19.5M Buy
836,135
+407,950
+95% +$9.6M 1.53% 9
2024
Q4 		$10M Buy
428,185
+177,383
+71% +$4.18M 0.79% 21
2024
Q3 		$5.97M Buy
250,802
+128,735
+105% +$3.02M 0.47% 30
2024
Q2 		$2.82M Buy
122,067
+45,349
+59% +$1.05M 0.24% 44
2024
Q1 		$1.79M Buy
+76,718
New +$1.78M 0.16% 52

Other funds holding IBHH

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LBMC Investment Advisors's IBHH Position: Q2 2026 in Review

LBMC Investment Advisors increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 11% in Q2 2026, buying an estimated $4.62M and bringing the position to 1,937,560 shares worth $45.5M. The position accounts for 2.47% of the portfolio, ranked #7.

LBMC Investment Advisors first reported a position in IBHH in Q1 2024 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • LBMC Investment Advisors held 1,937,560 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $45.5M as of Q2 2026.
  • LBMC Investment Advisors bought 196,432 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $4.62M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 2.47% of LBMC Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • LBMC Investment Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2024 and has held it in 10 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 LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.