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Seaview Investment Managers’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Seaview Investment Managers’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
2025
Q3 		– Sell
-37,163
Closed -$882K – 97
2025
Q2 		$882K Buy
37,163
+4,393
+13% +$102K 0.19% 65
2025
Q1 		$766K Buy
+32,770
New +$771K 0.19% 62

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Seaview Investment Managers's IBHH Position: Q3 2025 in Review

Seaview Investment Managers sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q3 2025, closing a stake of 37,163 shares — an estimated $882K sold.

Seaview Investment Managers first reported a position in IBHH in Q1 2025 and held it in 2 quarters. The position peaked at $882K in Q2 2025. 71 funds tracked by Wall St. Rank hold IBHH as of Q3 2025.

  • Seaview Investment Managers reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q3 2025 after selling out during the quarter.
  • Seaview Investment Managers sold 37,163 iShares iBonds 2028 Term High Yield and Income ETF shares in Q3 2025, an estimated $882K.
  • Seaview Investment Managers first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2025 and held it in 2 quarters.
  • Seaview Investment Managers's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $882K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2025.

Based on Seaview Investment Managers's 13F filing for Q3 2025, filed 6 Nov 2025.