iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q2 2026 (June 30)105holders +3
16new positions
12sold out
1famous investor
$23.59avg. 13F price*
At the end of Q2 2026, 105 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, up 3 from Q1 2026. 16 opened new positions and 12 sold out. The largest holders were LBMC Investment Advisors, LLC ($45.5M), Northwestern Mutual Wealth Management Co. ($32.7M) and Baltimore-Washington Financial Advisors, Inc. ($30.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $6.1M |
| Exits | 12 | $39.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,813,713 shares bought and 2,362,352 shares sold, net −548,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| LBMC Investment Advisors, LLC | 2.48% | Add +11.3% | 1,937,560 | $45.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +57.0% | 1,393,316 | $32.7M |
| Baltimore-Washington Financial Advisors, Inc. | 1.15% | Add +4.2% | 1,303,117 | $30.6M |
| LPL Financial LLC | 0.01% | Add +3.2% | 1,134,511 | $26.7M |
| NewEdge Advisors, LLC | 0.06% | Add +4.8% | 795,441 | $18.7M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -12.4% | 744,080 | $17.5M |
| Ironwood Financial, llc | 1.52% | Add +14.2% | 417,145 | $9.7M |
| Mutual Advisors, LLC | 0.16% | Add +10.5% | 368,107 | $8.7M |
| Morgan Stanley | 0.00% | Reduce -31.0% | 343,199 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Add +22.0% | 301,611 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +5.9% | 273,256 | $6.4M |
| Bank of America Corp. | 0.00% | Add +12.2% | 235,126 | $5.5M |
| Littlejohn Financial Services, Inc. | 3.68% | Add +1.3% | 215,473 | $5.1M |
| Wells Fargo & Company | 0.00% | Reduce -6.2% | 197,388 | $4.6M |
| BlackRock, Inc. | 0.00% | Add +173.2% | 184,269 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +0.9% | 169,117 | $4.0M |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 144,101 | $3.4M |
| Straight Path Wealth Management | 0.75% | Add +6.5% | 136,499 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.2% | 132,524 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +80.8% | 127,342 | $3.0M |
| Old Mission Capital LLC | 0.07% | Add +720.9% | 114,177 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -13.1% | 107,460 | $2.5M |
| Rialto Wealth Management, LLC | 0.50% | Reduce -0.2% | 106,761 | $2.5M |
| Commonwealth Financial Services, LLC | 0.34% | Reduce -70.6% | 106,081 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.9% | 104,568 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +45.2% | 99,582 | $2.3M |
| Penobscot Investment Management Company, Inc. | 0.16% | Add +36.6% | 98,060 | $2.3M |
| First Western Trust Bank | 0.08% | Add +242.2% | 70,959 | $1.7M |
| UBS Group AG | 0.00% | Add +9.2% | 64,822 | $1.5M |
| Talisman Wealth Advisors LLC | 1.10% | New | 21,786 | $1.5M |
| Keeler Thomas Management LLC | 0.52% | Reduce -50.1% | 62,811 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.0% | 62,464 | $1.5M |
| Fiduciary Financial Advisors | 0.14% | New | 56,671 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +79.8% | 47,608 | $1.1M |
| Focused Alpha, LLC | 0.28% | Add +13.0% | 46,879 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +24.1% | 42,261 | $993K |
| Lido Advisors, LLC | 0.00% | Reduce -13.5% | 40,725 | $957K |
| High Note Wealth, LLC | 0.16% | Add +83.7% | 39,163 | $920K |
| Parallel Advisors, LLC | 0.01% | Add +539.3% | 38,842 | $913K |
| Aspen Wealth Management LLC | 0.15% | Add +73.7% | 37,415 | $879K |
| Guidance Point Advisors, LLC | 0.18% | Add +47.6% | 35,701 | $839K |
| Heartland Bank & Trust Co | 0.17% | Add +14.4% | 35,146 | $826K |
| Rebalance, LLC | 0.04% | Add +1.5% | 34,497 | $811K |
| Foundations Investment Advisors, LLC | 0.01% | Add +102.9% | 31,599 | $743K |
| Wrapmanager Inc. | 0.23% | Reduce -10.6% | 31,220 | $734K |
| Bullock Wealth Management Group | 0.29% | Add +33.3% | 28,221 | $660K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.27% | Add +143.7% | 27,204 | $639K |
| Stifel Financial Corp. | 0.00% | Add +13.2% | 27,069 | $636K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +22.3% | 25,401 | $597K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +18.6% | 24,071 | $566K |
| Kastel Capital Advisors, LLC | 0.35% | Add +0.5% | 23,669 | $556K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 23,381 | $549K |
| Cerity Partners LLC | 0.00% | Reduce -8.6% | 22,264 | $523K |
| Klaas Financial Asset Advisors, LLC | 0.06% | Add +1.8% | 21,714 | $510K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 21,350 | $502K |
| Rothschild Wealth LLC | 0.04% | Reduce -16.6% | 20,073 | $472K |
| IFP Advisors, Inc | 0.01% | Reduce -5.8% | 19,375 | $455K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 19,300 | $454K |
| Madden Advisory Services, Inc. | 0.16% | Add +5.4% | 18,444 | $433K |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 18,029 | $424K |
| Baird Financial Group, Inc. | 0.00% | Add +55.1% | 17,450 | $410K |
| River's Edge Wealth Management, LLC | 0.36% | Add +0.7% | 17,410 | $408K |
| Focus Partners Wealth | 0.00% | New | 16,199 | $381K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.5% | 15,066 | $354K |
| Windsor Capital Management, LLC | 0.09% | Add +43.3% | 14,561 | $342K |
| Orion Capital Management LLC | 0.10% | No change | 14,000 | $329K |
| Belpointe Asset Management LLC | 0.01% | New | 13,552 | $318K |
| Citadel Advisors | 0.00% | Reduce -55.1% | 13,478 | $317K |
| TFR Capital, LLC. | 0.09% | New | 13,176 | $310K |
| GAMMA Investing LLC | 0.01% | Add +134.9% | 12,929 | $304K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -18.7% | 12,059 | $283K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.0% | 11,965 | $281K |
| Tableaux LLC | 0.12% | Reduce -10.6% | 11,807 | $277K |
| Segment Wealth Management, LLC | 0.01% | Add +17.2% | 11,700 | $275K |
| Ellis Investment Partners, LLC | 0.04% | Add +5.2% | 11,458 | $269K |
| Reliant Wealth Planning | 0.07% | No change | 11,366 | $267K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -24.9% | 11,200 | $263K |
| Cyr Financial Inc. | 0.13% | Add +4.7% | 10,393 | $244K |
| Level Four Advisory Services, LLC | 0.01% | Add +10.6% | 9,739 | $229K |
| 1900 Wealth Management LLC | 0.01% | No change | 9,711 | $228K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.3% | 9,536 | $224K |
| KPP Advisory Services LLC | 0.03% | New | 9,525 | $224K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 8,983 | $211K |
| EP Wealth Advisors, LLC | 0.00% | New | 8,752 | $206K |
| Equitable Holdings, Inc. | 0.00% | New | 8,613 | $202K |
| Global Retirement Partners, LLC | 0.00% | — | 7,320 | $172K |
| AE Wealth Management LLC | 0.00% | Reduce -5.0% | 7,304 | $172K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.6% | 6,003 | $141K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 5,714 | $134K |
| Wormser Freres Gestion | 0.08% | New | 5,721 | $134K |
| Bank of Montreal | 0.00% | New | 2,345 | $55K |
| CNB Bank | 0.02% | Add +4.3% | 2,247 | $53K |
| Napier Financial, LLC | 0.01% | No change | 2,202 | $52K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,083 | $49K |
| Barrett & Company, Inc. | 0.01% | No change | 1,925 | $45K |
| Spire Wealth Management | 0.00% | Reduce -26.4% | 1,898 | $45K |
| Hurley Capital, LLC | 0.02% | Add +1.6% | 1,668 | $39K |
| Ascentis Independent Advisors | 0.08% | Reduce -84.3% | 1,263 | $30K |
| Blue Trust, Inc. | 0.00% | Add +1.6% | 848 | $20K |
| 10Elms LLP | 0.01% | New | 700 | $16K |
"% of holder's portfolio" is IBHH's weight in each manager's 13F, not the share of iShares Ibonds 2028 TM HY Inc. the manager owns.