iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q1 2025 (March 31)51holders −1
5new positions
5sold out
$23.36avg. 13F price*
At the end of Q1 2025, 51 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, down 1 from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were Baltimore-Washington Financial Advisors, Inc. ($24.9M), LBMC Investment Advisors, LLC ($19.5M) and NewEdge Advisors, LLC ($11.9M).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $11.8M |
| Exits | 5 | $746K |
All 13F filers, Q4 2024 → Q1 2025: 1,940,149 shares bought and 118,235 shares sold, net +1,821,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Baltimore-Washington Financial Advisors, Inc. | 1.34% | Add +15.5% | 1,065,811 | $24.9M |
| LBMC Investment Advisors, LLC | 1.53% | Add +95.3% | 836,135 | $19.5M |
| NewEdge Advisors, LLC | 0.07% | Reduce -8.9% | 507,774 | $11.9M |
| Keeler Thomas Management LLC | 4.03% | New | 351,718 | $8.2M |
| Apollon Wealth Management, LLC | 0.17% | Add +2.1% | 322,588 | $7.5M |
| Commonwealth Financial Services, LLC | 1.53% | Add +1693.8% | 318,926 | $7.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.1% | 230,518 | $5.4M |
| GAMMA Investing LLC | 0.35% | Add +22.4% | 200,146 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Add +39.4% | 192,425 | $4.5M |
| Littlejohn Financial Services, Inc. | 3.55% | Add +1696.5% | 192,140 | $4.5M |
| LPL Financial LLC | 0.00% | Add +9.2% | 190,194 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.0% | 189,803 | $4.4M |
| Bank of America Corp. | 0.00% | Add +30.4% | 137,530 | $3.2M |
| Jane Street Group, LLC | 0.01% | Add +12.3% | 126,028 | $2.9M |
| Morgan Stanley | 0.00% | Add +21.5% | 98,222 | $2.3M |
| Summit Investment Advisors, Inc. | 1.93% | New | 93,541 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -7.8% | 81,295 | $1.9M |
| Straight Path Wealth Management | 0.77% | Add +28.4% | 81,170 | $1.9M |
| UBS Group AG | 0.00% | Add +261.4% | 76,744 | $1.8M |
| IFP Advisors, Inc | 0.04% | Reduce -5.2% | 60,264 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +43.6% | 59,503 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +4.5% | 58,614 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -5.4% | 53,583 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.4% | 50,589 | $1.2M |
| Sightline Wealth Advisors, LLC | 0.62% | Add +234.3% | 50,422 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.2% | 49,701 | $1.2M |
| Wrapmanager Inc. | 0.29% | Add +3.8% | 47,647 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +100.0% | 34,015 | $795K |
| Seaview Investment Managers LLC | 0.19% | New | 32,770 | $766K |
| Headinvest, LLC | 0.13% | Add +19.5% | 29,075 | $679K |
| Royal Bank of Canada | 0.00% | Add +19.1% | 28,550 | $668K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.2% | 28,032 | $655K |
| Rothschild Wealth LLC | 0.14% | No change | 20,926 | $489K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +61.7% | 20,303 | $474K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.1% | 16,528 | $386K |
| Ironwood Financial, llc | 0.07% | New | 14,969 | $350K |
| Marble Harbor Investment Counsel, LLC | 0.04% | Reduce -46.9% | 14,332 | $335K |
| Austin Private Wealth, LLC | 0.03% | Reduce -11.4% | 13,551 | $317K |
| Heartland Bank & Trust Co | 0.16% | New | 12,989 | $303K |
| Reliant Wealth Planning | 0.12% | Reduce -1.1% | 11,501 | $269K |
| M3 Advisory Group, LLC | 0.21% | No change | 11,138 | $260K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 10,490 | $245K |
| Orion Capital Management LLC | 0.07% | Add +39.2% | 7,200 | $168K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 5,928 | $138K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 4,300 | $100K |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.3% | 1,800 | $42K |
| Cwm, LLC | 0.00% | Add +34.3% | 900 | $21K |
| Principal Securities, Inc. | 0.00% | No change | 871 | $20K |
| Blue Trust, Inc. | 0.00% | Add +1.2% | 784 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 529 | $12K |
| AE Wealth Management LLC | 0.00% | No change | 450 | $11K |
"% 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.