Stifel Financial
IBHH icon

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

Stifel Financial’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
Q2 		$636K Buy
27,069
+3,156
+13% +$74.2K ﹤0.01% 2823
2026
Q1 		$561K Buy
23,913
+11,292
+89% +$267K ﹤0.01% 2809
2025
Q4 		$299K Buy
12,621
+2,123
+20% +$50.3K ﹤0.01% 3159
2025
Q3 		$250K Buy
10,498
+1,286
+14% +$30.5K ﹤0.01% 3227
2025
Q2 		$219K Buy
+9,212
New +$215K ﹤0.01% 3223

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial's IBHH Position: Q2 2026 in Review

Stifel Financial increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 13% in Q2 2026, buying an estimated $74.2K and bringing the position to 27,069 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Stifel Financial first reported a position in IBHH in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Stifel Financial held 27,069 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $636K as of Q2 2026.
  • Stifel Financial bought 3,156 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $74.2K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2823 holding.
  • Stifel Financial first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.