Spire Wealth Management
IBHH icon

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

Spire 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 		$43.9K Hold
1,898
– – ﹤0.01% 1177
2026
Q2 		$44.6K Sell
1,898
-682
-26% -$16K ﹤0.01% 1208
2026
Q1 		$60.6K Sell
2,580
-8,218
-76% -$194K ﹤0.01% 1115
2025
Q4 		$256K Buy
+10,798
New +$256K 0.01% 726

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Concurrent Investment Advisors
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Commonwealth Equity Services
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Straight Path Wealth Management
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Penobscot Investment Management
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Spire Wealth Management's IBHH Position: Q3 2026 in Review

Spire Wealth Management held its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) position steady in Q3 2026 at 1,898 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Spire Wealth Management first reported a position in IBHH in Q4 2025 and has held it in 4 quarters since. The position peaked at $256K in Q4 2025. 54 funds tracked by Wall St. Rank hold IBHH as of Q3 2026.

  • Spire Wealth Management held 1,898 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $43.9K as of Q3 2026.
  • Spire Wealth Management left its iShares iBonds 2028 Term High Yield and Income ETF share count unchanged in Q3 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1177 holding.
  • Spire Wealth Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Spire Wealth Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $256K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.