Jfs Wealth Advisors, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History

Jfs Wealth Advisors, LLC

$1.69 Billion
Q3 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 300 shares of IBHH stock, worth $7,089. This represents 0.0% of its overall portfolio holdings.

Number of Shares

300

Holding current value

$7,089

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$23.53 - $23.89 $7,059 - $7,167	300 New	300 $7,000

Others Institutions Holding IBHH

# of Institutions

Shares Held

9.35M

Call Options Held

Put Options Held

Lbmc Investment Advisors, LLC

1.52M
Shares

$35.8 Million
2.37% of portfolio
Baltimore Washington Financial Advisors, Inc.

1.13M
Shares

$26.6 Million
1.23% of portfolio
New Edge Advisors, LLC New Orleans, LA

762K
Shares

$18 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

671K
Shares

$15.8 Million
0.0% of portfolio
Keeler T Homas Management LLC

412K
Shares

$9.72 Million
4.19% of portfolio

View Full List

About ISHARES TR IBONDS 2028 TERM HI

Ticker IBHH
Sector ETFs
Industry ETFs

More about IBHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History