LPL Financial
IBHH icon

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

LPL Financial’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 		$25.8M Buy
1,099,230
+180,650
+20% +$4.27M 0.01% 1298
2025
Q4 		$21.7M Buy
918,580
+247,960
+37% +$5.87M 0.01% 1363
2025
Q3 		$16M Buy
670,620
+442,051
+193% +$10.5M ﹤0.01% 1504
2025
Q2 		$5.42M Buy
228,569
+38,375
+20% +$894K ﹤0.01% 2236
2025
Q1 		$4.44M Buy
190,194
+15,982
+9% +$376K ﹤0.01% 2250
2024
Q4 		$4.07M Buy
174,212
+81,181
+87% +$1.91M ﹤0.01% 2240
2024
Q3 		$2.21M Buy
93,031
+20,305
+28% +$476K ﹤0.01% 2627
2024
Q2 		$1.68M Buy
72,726
+35,785
+97% +$825K ﹤0.01% 2766
2024
Q1 		$862K Buy
+36,941
New +$858K ﹤0.01% 3320

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return