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Van Hulzen Asset Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-943
Closed -$22K – 652
2024
Q4 		$22K Buy
+943
New +$22.2K ﹤0.01% 664

Other funds holding IBHH

BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

Van Hulzen Asset Management's IBHH Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q1 2025, closing a stake of 943 shares — an estimated $22K sold.

Van Hulzen Asset Management first reported a position in IBHH in Q4 2024 and held it in 1 quarter. The position peaked at $22K in Q4 2024. 52 funds tracked by Wall St. Rank hold IBHH as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares iBonds 2028 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 943 iShares iBonds 2028 Term High Yield and Income ETF shares in Q1 2025, an estimated $22K.
  • Van Hulzen Asset Management first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares iBonds 2028 Term High Yield and Income ETF position peaked at $22K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.