iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q2 2024 (June 30)36holders −1
4new positions
5sold out
$23.12avg. 13F price*
At the end of Q2 2024, 36 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, down 1 from Q1 2024. 4 opened new positions and 5 sold out. The largest holders were NewEdge Advisors, LLC ($12.0M), Commonwealth Equity Services, LLC ($3.9M) and LBMC Investment Advisors, LLC ($2.8M).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.4M |
| Exits | 5 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 286,988 shares bought and 89,206 shares sold, net +197,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| NewEdge Advisors, LLC | 0.09% | Reduce -6.5% | 517,491 | $12.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 168,558 | $3.9M |
| LBMC Investment Advisors, LLC | 0.24% | Add +59.1% | 122,067 | $2.8M |
| LPL Financial LLC | 0.00% | Add +96.9% | 72,726 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +8.8% | 63,594 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +49.7% | 62,866 | $1.5M |
| IFP Advisors, Inc | 0.06% | Add +13.7% | 60,081 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | New | 41,769 | $966K |
| Integrated Wealth Concepts LLC | 0.01% | Add +11.3% | 39,421 | $911K |
| Straight Path Wealth Management | 0.46% | Add +14.0% | 38,679 | $894K |
| Wrapmanager Inc. | 0.24% | Add +13.1% | 37,456 | $866K |
| GAMMA Investing LLC | 0.11% | Add +52.6% | 36,275 | $839K |
| Bank of America Corp. | 0.00% | Reduce -8.6% | 33,304 | $770K |
| Monumental Financial Group Inc. | 0.30% | New | 29,722 | $687K |
| Mutual Advisors, LLC | 0.02% | Add +2.6% | 27,572 | $644K |
| Marble Harbor Investment Counsel, LLC | 0.07% | No change | 27,000 | $624K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +642.3% | 25,483 | $589K |
| Sowell Financial Services LLC | 0.03% | Add +6.3% | 22,916 | $530K |
| Raymond James & Associates | 0.00% | Add +0.1% | 21,024 | $486K |
| Old Mission Capital LLC | 0.01% | Add +1.9% | 20,304 | $469K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +46.8% | 19,948 | $461K |
| Jane Street Group, LLC | 0.00% | New | 18,658 | $431K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.9% | 14,775 | $342K |
| Cetera Investment Advisers | 0.00% | Add +16.0% | 14,450 | $334K |
| Austin Private Wealth, LLC | 0.04% | Add +12.8% | 14,327 | $331K |
| Strategic Blueprint, LLC | 0.02% | Reduce -9.4% | 13,987 | $323K |
| Morgan Stanley | 0.00% | Add +9.0% | 12,628 | $292K |
| Osaic Holdings, Inc. | 0.00% | Add +38.4% | 12,569 | $291K |
| Reliant Wealth Planning | 0.13% | New | 11,845 | $274K |
| Commonwealth Financial Services, LLC | 0.05% | Add +3.0% | 11,302 | $261K |
| Royal Bank of Canada | 0.00% | Add +65.8% | 4,537 | $105K |
| Global Retirement Partners, LLC | 0.00% | Add +51.1% | 3,842 | $89K |
| Wells Fargo & Company | 0.00% | No change | 2,100 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,711 | $40K |
| Principal Securities, Inc. | 0.00% | No change | 871 | $20K |
| Cwm, LLC | 0.00% | No change | 670 | $15K |
"% 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.