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

Littlejohn Financial Services’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 		$5.06M Buy
215,473
+2,811
+1% +$66.1K 3.68% 6
2026
Q1 		$4.99M Sell
212,662
-4,397
-2% -$104K 3.75% 6
2025
Q4 		$5.14M Buy
217,059
+10,088
+5% +$239K 3.79% 5
2025
Q3 		$4.94M Buy
206,971
+6,221
+3% +$148K 3.6% 6
2025
Q2 		$4.76M Buy
200,750
+8,610
+4% +$201K 3.68% 8
2025
Q1 		$4.49M Buy
192,140
+181,445
+1,697% +$4.27M 3.55% 8
2024
Q4 		$250K Buy
+10,695
New +$252K 0.22% 48

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

Littlejohn Financial Services's IBHH Position: Q2 2026 in Review

Littlejohn Financial Services increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 1.3% in Q2 2026, buying an estimated $66.1K and bringing the position to 215,473 shares worth $5.06M. The position accounts for 3.68% of the portfolio, ranked #6.

Littlejohn Financial Services first reported a position in IBHH in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.14M in Q4 2025. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Littlejohn Financial Services held 215,473 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $5.06M as of Q2 2026.
  • Littlejohn Financial Services bought 2,811 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $66.1K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 3.68% of Littlejohn Financial Services's portfolio in Q2 2026, its #6 holding.
  • Littlejohn Financial Services first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Littlejohn Financial Services's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $5.14M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.