Robertson Stephens Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Robertson Stephens Wealth Management’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	$2.53M	Sell	107,460 -16,220	-13%	-$381K	0.06%	193
2026 Q1	$2.9M	Sell	123,680 -31,047	-20%	-$733K	0.08%	167
2025 Q4	$3.66M	Buy	154,727 +21,719	+16%	+$514K	0.1%	149
2025 Q3	$3.17M	Buy	133,008 +15,021	+13%	+$356K	0.1%	135
2025 Q2	$2.8M	Buy	117,987 +36,692	+45%	+$855K	0.09%	149
2025 Q1	$1.9M	Sell	81,295 -6,930	-8%	-$163K	0.07%	196
2024 Q4	$2.06M	Buy	88,225 +36,087	+69%	+$850K	0.07%	194
2024 Q3	$1.24M	Buy	52,138 +10,369	+25%	+$243K	0.05%	255
2024 Q2	$966K	Buy	+41,769	New	+$963K	0.05%	233

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

Robertson Stephens Wealth Management's IBHH Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 13% in Q2 2026, selling an estimated $381K and leaving 107,460 shares worth $2.53M. The position accounts for 0.06% of the portfolio, ranked #193.

Robertson Stephens Wealth Management first reported a position in IBHH in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.66M in Q4 2025. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

Robertson Stephens Wealth Management held 107,460 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $2.53M as of Q2 2026.
Robertson Stephens Wealth Management sold 16,220 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $381K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.06% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #193 holding.
Robertson Stephens Wealth Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $3.66M 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 Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.