iShares Ibonds 2028 TM HYIBHHETF
13F holders, Q2 2025 (June 30)62holders +11
11new positions
1sold out
$23.77avg. 13F price*
At the end of Q2 2025, 62 institutions reported holding iShares Ibonds 2028 TM HY Inc. (IBHH) in their 13F filings, up 11 from Q1 2025. 11 opened new positions and 1 sold out. The largest holders were LBMC Investment Advisors, LLC ($27.9M), Baltimore-Washington Financial Advisors, Inc. ($25.2M) and NewEdge Advisors, LLC ($12.4M).
- Company
- iShares Ibonds 2028 TM HY Inc.
- CUSIP
- 46436E387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.5M |
| Exits | 1 | $42K |
All 13F filers, Q1 2025 → Q2 2025: 943,110 shares bought and 405,727 shares sold, net +537,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| LBMC Investment Advisors, LLC | 1.99% | Add +40.4% | 1,173,912 | $27.9M |
| Baltimore-Washington Financial Advisors, Inc. | 1.18% | Reduce -0.3% | 1,062,806 | $25.2M |
| NewEdge Advisors, LLC | 0.06% | Add +2.7% | 521,271 | $12.4M |
| Keeler Thomas Management LLC | 4.15% | Add +15.4% | 406,047 | $9.6M |
| Apollon Wealth Management, LLC | 0.15% | Add +1.3% | 326,727 | $7.8M |
| Commonwealth Financial Services, LLC | 1.46% | Add +0.1% | 319,188 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.6% | 250,299 | $5.9M |
| LPL Financial LLC | 0.00% | Add +20.2% | 228,569 | $5.4M |
| Littlejohn Financial Services, Inc. | 3.68% | Add +4.5% | 200,750 | $4.8M |
| Royal Bank of Canada | 0.00% | Add +600.4% | 199,966 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 198,252 | $4.7M |
| Morgan Stanley | 0.00% | Add +68.6% | 165,613 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -30.6% | 133,470 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 126,963 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Add +45.1% | 117,987 | $2.8M |
| Summit Investment Advisors, Inc. | 1.96% | Add +7.6% | 100,648 | $2.4M |
| Straight Path Wealth Management | 0.74% | Add +12.7% | 91,448 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +7.9% | 63,228 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +2.6% | 61,068 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.2% | 58,784 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.63% | Add +9.2% | 55,082 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -1.2% | 52,938 | $1.3M |
| GAMMA Investing LLC | 0.08% | Reduce -73.8% | 52,342 | $1.2M |
| Wrapmanager Inc. | 0.28% | Add +2.1% | 48,653 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.7% | 46,368 | $1.1M |
| UBS Group AG | 0.00% | Reduce -40.4% | 45,748 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -24.2% | 45,674 | $1.1M |
| Seaview Investment Managers LLC | 0.19% | Add +13.4% | 37,163 | $882K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +78.3% | 36,195 | $859K |
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 33,721 | $800K |
| Headinvest, LLC | 0.14% | Reduce -2.6% | 28,325 | $672K |
| Heartland Bank & Trust Co | 0.23% | Add +61.4% | 20,961 | $497K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -27.1% | 20,423 | $485K |
| Rothschild Wealth LLC | 0.11% | Reduce -10.2% | 18,792 | $446K |
| Envestnet Asset Management Inc. | 0.00% | New | 18,747 | $445K |
| Austin Private Wealth, LLC | 0.03% | Add +23.9% | 16,788 | $398K |
| Ironwood Financial, llc | 0.07% | No change | 14,969 | $350K |
| Marble Harbor Investment Counsel, LLC | 0.03% | Reduce -10.0% | 12,900 | $306K |
| Old Mission Capital LLC | 0.01% | New | 12,683 | $301K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,561 | $274K |
| Captrust Financial Advisors | 0.00% | New | 11,436 | $271K |
| Reliant Wealth Planning | 0.11% | Reduce -1.2% | 11,366 | $270K |
| M3 Advisory Group, LLC | 0.18% | No change | 11,138 | $264K |
| Jane Street Group, LLC | 0.00% | Reduce -91.2% | 11,060 | $262K |
| Orion Capital Management LLC | 0.10% | Add +52.8% | 11,000 | $261K |
| BridgePort Financial Solutions, LLC | 0.08% | No change | 10,490 | $249K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.2% | 10,048 | $239K |
| Private Advisor Group, LLC | 0.00% | New | 10,044 | $238K |
| Cyr Financial Inc. | 0.18% | New | 9,675 | $230K |
| Guidance Point Advisors, LLC | 0.06% | New | 9,501 | $225K |
| Stifel Financial Corp. | 0.00% | New | 9,212 | $219K |
| Tableaux LLC | 0.12% | New | 8,887 | $211K |
| Global Retirement Partners, LLC | 0.00% | — | 8,274 | $196K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 5,928 | $141K |
| Principal Securities, Inc. | 0.00% | Add +471.6% | 4,979 | $118K |
| EP Wealth Advisors, LLC | 0.00% | No change | 4,300 | $102K |
| Barrett & Company, Inc. | 0.02% | New | 1,925 | $46K |
| Bank of Montreal | 0.00% | New | 1,518 | $36K |
| AE Wealth Management LLC | 0.00% | Add +77.8% | 800 | $19K |
| Blue Trust, Inc. | 0.00% | Add +1.7% | 797 | $19K |
| Cwm, LLC | 0.00% | Reduce -25.6% | 670 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +2.5% | 542 | $13K |
"% 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.