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

Private Advisor 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	-10,434	Closed	-$245K	–	2691
2026 Q1	$245K	Sell	10,434 -168	-2%	-$3.97K	﹤0.01%	2336
2025 Q4	$251K	Buy	10,602 +126	+1%	+$2.98K	﹤0.01%	2274
2025 Q3	$250K	Buy	10,476 +432	+4%	+$10.2K	﹤0.01%	2200
2025 Q2	$238K	Buy	+10,044	New	+$234K	﹤0.01%	2118

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

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

Private Advisor Group's IBHH Position: Q2 2026 in Review

Private Advisor Group sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026, closing a stake of 10,434 shares — an estimated $245K sold.

Private Advisor Group first reported a position in IBHH in Q2 2025 and held it in 4 quarters. The position peaked at $251K in Q4 2025. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

Private Advisor Group reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 10,434 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $245K.
Private Advisor Group first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2025 and held it in 4 quarters.
Private Advisor Group's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $251K in Q4 2025.
104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.