PCS
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Private Client Services’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Private Client Services’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
Q3 		$1.98M Buy
+85,417
New +$2M 0.53% 43

Other funds holding IBHH

BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Client Services's IBHH Position: Q3 2026 in Review

Private Client Services opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q3 2026: 85,417 shares worth $1.98M. The stake represents 0.53% of the portfolio and ranks #43 among its holdings.

4 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

  • Private Client Services held 85,417 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $1.98M as of Q3 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Private Client Services position in Q3 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.53% of Private Client Services's portfolio in Q3 2026, its #43 holding.
  • 4 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.