MA
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Mutual Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Mutual Advisors’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 		$7.82M Buy
333,037
+21,811
+7% +$515K 0.17% 118
2025
Q4 		$7.37M Buy
311,226
+3,650
+1% +$86.4K 0.16% 128
2025
Q3 		$7.32M Buy
+307,576
New +$7.29M 0.16% 127
2025
Q1 		– Sell
-16,100
Closed -$379K – 1125
2024
Q4 		$379K Sell
16,100
-1,818
-10% -$42.8K 0.01% 805
2024
Q3 		$422K Sell
17,918
-9,654
-35% -$226K 0.01% 767
2024
Q2 		$644K Buy
27,572
+693
+3% +$16K 0.02% 619
2024
Q1 		$627K Buy
26,879
+5,855
+28% +$136K 0.02% 618
2023
Q4 		$490K Buy
+21,024
New +$472K 0.02% 657

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
LPL Financial
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
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