Purchases and Sales Made in Q4 2025 in Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR IBONDS 2028 TERM HI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
157KNew |
$3.7M - $3.74M
|
157K
$3.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
51.3KNew |
$1.21M - $1.22M
|
51.3K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
46.7KNew |
$1.1M - $1.11M
|
46.7K
$1.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
39.9K+ 13.02% |
$939K - $950K
|
346K
$8.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
14.8KNew |
$349K - $354K
|
14.8K
$351K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.6KNew |
$296K - $300K
|
12.6K
$297K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.8KNew |
$254K - $257K
|
10.8K
$255K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$239K - $242K
|
10.1K
$240K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.84K+ 33.26% |
$114K - $115K
|
19.4K
$458K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.37K+ 7.16% |
$32.1K - $32.5K
|
20.4K
$483K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
824+ 7.68% |
$19.4K - $19.6K
|
11.6K
$273K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119+ 1.74% |
$2.8K - $2.84K
|
6.97K
$165K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
60+ 0.26% |
$1.41K - $1.43K
|
23K
$545K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 2.1% |
$400 - $405
|
827
$19.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.7K- 12.8% |
$39.9K - $40.4K
|
11.5K
$273K
|
|