Simplicity Wealth,Llc Ishares Tr Ibonds 2028 Term Hi Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Simplicity Wealth,Llc holds 20,664 shares of IBHH stock, worth $489,943. This represents 0.03% of its overall portfolio holdings.

Number of Shares

20,664

Holding current value

$489,943

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$23.53 - $23.89 $486,223 - $493,662	20,664 New	20,664 $493,000

Others Institutions Holding IBHH

# of Institutions

Shares Held

7.54M

Call Options Held

Put Options Held

Lbmc Investment Advisors, LLC

1.52M
Shares

$35.9 Million
2.37% of portfolio
Baltimore Washington Financial Advisors, Inc.

1.06M
Shares

$25.2 Million
1.24% of portfolio
New Edge Advisors, LLC New Orleans, LA

521K
Shares

$12.4 Million
0.07% of portfolio
Keeler T Homas Management LLC

406K
Shares

$9.63 Million
4.35% of portfolio
Apollon Wealth Management, LLC Mount Pleasant, SC

332K
Shares

$7.87 Million
0.15% of portfolio

View Full List

About ISHARES TR IBONDS 2028 TERM HI

Ticker IBHH
Sector ETFs
Industry ETFs

More about IBHH

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Simplicity Wealth,Llc Ishares Tr Ibonds 2028 Term Hi Transaction History