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 Q3	$2.21M	Sell	95,555 -11,905	-11%	-$278K	0.05%	203
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Littlejohn Financial Services Roseburg, Oregon $135M AUM 16.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Robertson Stephens Wealth Management's IBHH Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 11% in Q3 2026, selling an estimated $278K and leaving 95,555 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #203.

Robertson Stephens Wealth Management first reported a position in IBHH in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.66M in Q4 2025. 80 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

Robertson Stephens Wealth Management held 95,555 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $2.21M as of Q3 2026.
Robertson Stephens Wealth Management sold 11,905 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2026, an estimated $278K.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #203 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 10 quarters since.
Robertson Stephens Wealth Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $3.66M in Q4 2025.
80 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.