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Siligmueller & Norvid Wealth Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 		$448K Buy
+18,792
New +$446K 0.2% 91

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

Siligmueller & Norvid Wealth Advisors's IBHH Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q3 2025: 18,792 shares worth $448K. The stake represents 0.2% of the portfolio and ranks #91 among its holdings.

71 funds tracked by Wall St. Rank hold IBHH as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 18,792 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $448K as of Q3 2025.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.2% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #91 holding.
  • 71 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.