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

Monumental Financial 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
2024
Q3 		$3.08M Buy
129,393
+99,671
+335% +$2.34M 1.14% 16
2024
Q2 		$687K Buy
+29,722
New +$685K 0.3% 37

Other funds holding IBHH

BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Monumental Financial Group's IBHH Position: Q3 2024 in Review

Monumental Financial Group increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 335% in Q3 2024, buying an estimated $2.34M and bringing the position to 129,393 shares worth $3.08M. The position accounts for 1.14% of the portfolio, ranked #16.

Monumental Financial Group first reported a position in IBHH in Q2 2024 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold IBHH as of Q3 2024.

  • Monumental Financial Group held 129,393 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $3.08M as of Q3 2024.
  • Monumental Financial Group bought 99,671 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2024, an estimated $2.34M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 1.14% of Monumental Financial Group's portfolio in Q3 2024, its #16 holding.
  • Monumental Financial Group first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2024 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.