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 Q2	$26.7M	Buy	1,134,511 +35,281	+3%	+$829K	0.01%	1396
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 $1.85B AUM 20.23% 1-Year Est. Return

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

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

LPL Financial's IBHH Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 3.2% in Q2 2026, buying an estimated $829K and bringing the position to 1,134,511 shares worth $26.7M. The position accounts for 0.01% of the portfolio, ranked #1396.

LPL Financial 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.

LPL Financial held 1,134,511 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $26.7M as of Q2 2026.
LPL Financial bought 35,281 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $829K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1396 holding.
LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.