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 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

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return