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M3 Advisory Group’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

M3 Advisory Group’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 		– Sell
-11,138
Closed -$261K – 162
2026
Q1 		$261K Hold
11,138
– – 0.16% 114
2025
Q4 		$264K Hold
11,138
– – 0.16% 105
2025
Q3 		$266K Hold
11,138
– – 0.17% 105
2025
Q2 		$264K Hold
11,138
– – 0.18% 103
2025
Q1 		$260K Hold
11,138
– – 0.21% 105
2024
Q4 		$260K Buy
11,138
+2,580
+30% +$60.8K 0.19% 111
2024
Q3 		$204K Buy
+8,558
New +$201K 0.15% 146

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

M3 Advisory Group's IBHH Position: Q2 2026 in Review

M3 Advisory Group sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026, closing a stake of 11,138 shares — an estimated $261K sold.

M3 Advisory Group first reported a position in IBHH in Q3 2024 and held it in 7 quarters. The position peaked at $266K in Q3 2025. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • M3 Advisory Group reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • M3 Advisory Group sold 11,138 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $261K.
  • M3 Advisory Group first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2024 and held it in 7 quarters.
  • M3 Advisory Group's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $266K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.