TFR Capital’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

TFR Capital’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	$310K	Buy	+13,176	New	+$310K	0.09%	137

Other funds holding IBHH

LIA

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

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

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TFR Capital's IBHH Position: Q2 2026 in Review

TFR Capital opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026: 13,176 shares worth $310K. The stake represents 0.09% of the portfolio and ranks #137 among its holdings.

104 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

TFR Capital held 13,176 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $310K as of Q2 2026.
iShares iBonds 2028 Term High Yield and Income ETF was a new TFR Capital position in Q2 2026.
iShares iBonds 2028 Term High Yield and Income ETF made up 0.09% of TFR Capital's portfolio in Q2 2026, its #137 holding.
104 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.