§ EQUITY
USD

IBHH

ISHARES IBONDS 2028 TM HY IN
USD
LAST
n/a
n/aPREV CLOSE · n/a
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
72 increased/new, 24 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
LBMC INVESTMENT ADVISORS, LLC1.7M2.5%+2%
Baltimore-Washington Financial Advisors, Inc.1.3M1.3%+4%
LPL Financial LLC1.1M0.0%+20%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO887K0.0%+2%
THREADGILL FINANCIAL, LLC869K5.9%+5753%
Federation des caisses Desjardins du Quebec849K0.1%−3%
◇ AC INTELLIGENCE

Top institutional owners for IBHH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER81.9% · 88 holders
DEALER / BANK10.3% · 9 holders
INCOME / DEFENSIVE7.1% · 1 holder
PASSIVE / INDEX0.5% · 1 holder
TACTICAL / MACRO0.2% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
◇ AC INTELLIGENCE

No Form 4 filings on record for IBHH in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES

No notes mention IBHH yet.