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 Q2	$8.65M	Buy	368,107 +35,070	+11%	+$824K	0.16%	116
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 $1.85B 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Mutual Advisors's IBHH Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 11% in Q2 2026, buying an estimated $824K and bringing the position to 368,107 shares worth $8.65M. The position accounts for 0.16% of the portfolio, ranked #116.

Mutual Advisors first reported a position in IBHH in Q4 2023 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

Mutual Advisors held 368,107 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $8.65M as of Q2 2026.
Mutual Advisors bought 35,070 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $824K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.16% of Mutual Advisors's portfolio in Q2 2026, its #116 holding.
Mutual Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and has held it in 9 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 Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.