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BOLTON SECURITIES CORPORATION’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$626K Buy
+26,690
New +$631K 0.03% 486

Other funds holding IBHH

LBMC Investment Advisors
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Threadgill Financial
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBHH Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares iBonds 2028 Term High Yield and Income ETF (IBHH) in Q1 2026: 26,690 shares worth $626K. The stake represents 0.03% of the portfolio and ranks #486 among its holdings.

106 funds tracked by Wall St. Rank hold IBHH as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 26,690 shares of iShares iBonds 2028 Term High Yield and Income ETF worth $626K as of Q1 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares iBonds 2028 Term High Yield and Income ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #486 holding.
  • 106 funds tracked by Wall St. Rank held iShares iBonds 2028 Term High Yield and Income ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.