Sowell Financial Services’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Sowell Financial Services’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
2024 Q4	–	Sell	-14,860	Closed	-$354K	–	547
2024 Q3	$354K	Sell	14,860 -8,056	-35%	-$189K	0.02%	485
2024 Q2	$530K	Buy	22,916 +1,354	+6%	+$31.2K	0.03%	428
2024 Q1	$503K	Buy	21,562 +1,617	+8%	+$37.6K	0.02%	451
2023 Q4	$465K	Buy	+19,945	New	+$447K	0.03%	441

Other funds holding IBHH

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sowell Financial Services's IBHH Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q4 2024, closing a stake of 14,860 shares — an estimated $354K sold.

Sowell Financial Services first reported a position in IBHH in Q4 2023 and held it in 4 quarters. The position peaked at $530K in Q2 2024. 52 funds tracked by Wall St. Rank hold IBHH as of Q4 2024.

Sowell Financial Services reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 14,860 iShares iBonds 2028 Term High Yield and Income ETF shares in Q4 2024, an estimated $354K.
Sowell Financial Services first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and held it in 4 quarters.
Sowell Financial Services's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $530K in Q2 2024.
52 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.