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

Simplicity Wealth’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
Q4 		– Sell
-20,664
Closed -$493K – 728
2025
Q3 		$493K Buy
+20,664
New +$490K 0.03% 444

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Simplicity Wealth's IBHH Position: Q4 2025 in Review

Simplicity Wealth sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q4 2025, closing a stake of 20,664 shares — an estimated $493K sold.

Simplicity Wealth first reported a position in IBHH in Q3 2025 and held it in 1 quarter. The position peaked at $493K in Q3 2025. 87 funds tracked by Wall St. Rank hold IBHH as of Q4 2025.

  • Simplicity Wealth reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 20,664 iShares iBonds 2028 Term High Yield and Income ETF shares in Q4 2025, an estimated $493K.
  • Simplicity Wealth first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • Simplicity Wealth's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $493K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.