Wells Fargo
IBHH icon

Wells Fargo’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

Wells Fargo’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
Q1 		$4.94M Buy
210,424
+65,715
+45% +$1.55M ﹤0.01% 2607
2025
Q4 		$3.43M Buy
144,709
+4,029
+3% +$95.4K ﹤0.01% 3009
2025
Q3 		$3.36M Buy
140,680
+77,452
+122% +$1.84M ﹤0.01% 2908
2025
Q2 		$1.5M Buy
63,228
+4,614
+8% +$107K ﹤0.01% 3431
2025
Q1 		$1.37M Buy
58,614
+2,534
+5% +$59.6K ﹤0.01% 3453
2024
Q4 		$1.31M Buy
56,080
+53,980
+2,570% +$1.27M ﹤0.01% 3515
2024
Q3 		$50K Hold
2,100
– – ﹤0.01% 5344
2024
Q2 		$48.6K Hold
2,100
– – ﹤0.01% 5302
2024
Q1 		$49K Hold
2,100
– – ﹤0.01% 5261
2023
Q4 		$48.9K Buy
+2,100
New +$47.1K ﹤0.01% 5285

Other funds holding IBHH

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Wells Fargo's IBHH Position: Q1 2026 in Review

Wells Fargo increased its iShares iBonds 2028 Term High Yield and Income ETF (IBHH) stake by 45% in Q1 2026, buying an estimated $1.55M and bringing the position to 210,424 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Wells Fargo first reported a position in IBHH in Q4 2023 and has held it in 10 quarters since. 101 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

  • Wells Fargo held 210,424 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $4.94M as of Q1 2026.
  • Wells Fargo bought 65,715 iShares iBonds 2028 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.55M.
  • iShares iBonds 2028 Term High Yield and Income ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2607 holding.
  • Wells Fargo first reported a position in iShares iBonds 2028 Term High Yield and Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.