SIA
IBHH icon

Summit Investment Advisors’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Summit Investment 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
Q2 		$2.37M Buy
100,648
+7,107
+8% +$166K 1.96% 17
2025
Q1 		$2.17M Buy
+93,541
New +$2.2M 1.93% 17

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 $2.67B AUM 19.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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
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 $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Investment Advisors's IBHH Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 7.6% in Q2 2025, buying an estimated $166K and bringing the position to 100,648 shares worth $2.37M. The position accounts for 1.96% of the portfolio, ranked #17.

Summit Investment Advisors first reported a position in IBHH in Q1 2025 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold IBHH as of Q2 2025.

  • Summit Investment Advisors held 100,648 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $2.37M as of Q2 2025.
  • Summit Investment Advisors bought 7,107 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2025, an estimated $166K.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 1.96% of Summit Investment Advisors's portfolio in Q2 2025, its #17 holding.
  • Summit Investment Advisors first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.