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

Threadgill 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 		– Sell
-868,688
Closed -$20.4M – 42
2026
Q1 		$20.4M Buy
868,688
+853,847
+5,753% +$20.2M 5.92% 7
2025
Q4 		$789K Buy
+14,841
New +$351K 0.33% 32

Other funds holding IBHH

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Threadgill Financial's IBHH Position: Q2 2026 in Review

Threadgill Financial sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q2 2026, closing a stake of 868,688 shares — an estimated $20.4M sold.

Threadgill Financial first reported a position in IBHH in Q4 2025 and held it in 2 quarters. The position peaked at $20.4M in Q1 2026. 26 funds tracked by Wall St. Rank hold IBHH as of Q2 2026.

  • Threadgill Financial reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Threadgill Financial sold 868,688 iShares iBonds 2028 Term High Yield and Income ETF shares in Q2 2026, an estimated $20.4M.
  • Threadgill Financial first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2025 and held it in 2 quarters.
  • Threadgill Financial's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $20.4M in Q1 2026.
  • 26 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q2 2026.

Based on Threadgill Financial's 13F filing for Q2 2026, filed 8 Jul 2026.