Public ownership evidence

iShares iBonds 2028 Term High Yield and Income ETF (IBHH) Ownership Disclosures

Read IBHH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares iBonds 2028 Term High Yield and Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bullock Wealth Management Group
Report period
2026-06-30
Available
2026-08-20
Reported shares
28,221
Value (USD)
$659,950
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002067581-26-000001
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBHH fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBHH fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Bullock Wealth Management Group2026-06-302026-08-2028,221$659,950None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2015,066$354,060None
Beacon Pointe Advisors, LLC2026-06-302026-08-1925,401$596,914None
Orion Capital Management LLC2026-06-302026-08-1914,000$329,000None
Equitable Holdings, Inc.2026-06-302026-08-188,613$202,408None
10Elms LLP2026-06-302026-08-15700$16,450None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15744,080$17,456,117None
Mutual Advisors, LLC2026-06-302026-08-15368,107$8,650,513None
Talisman Wealth Advisors LLC2026-06-302026-08-1521,786$1,481,674None
Foundations Investment Advisors, LLC2026-06-302026-08-1531,599$742,568None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,587$295,794None
OSAIC HOLDINGS, INC.2026-06-302026-08-1535,021$823,160None
JANE STREET GROUP, LLC2026-06-302026-08-1599,582$2,340,177None
OLD MISSION CAPITAL LLC2026-06-302026-08-15114,177$2,683,159None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15210$4,935None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15206$4,841None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15490$11,515None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15850$19,975None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15133$3,126None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1547$1,105None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15300$7,050None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,056$24,816None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1566$1,551None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15650$15,275None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15138$3,243None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1536$846None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15425$9,988None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15215$5,053None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15630$14,805None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15170$3,995None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15690$16,215None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15768$18,048None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15685$16,098None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15730$17,155None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15683$16,051None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$2,350None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15145$3,408None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15353$8,296None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15550$12,925None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15225$5,288None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1585$1,998None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15724$17,014None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15375$8,813None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1596$2,256None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,400$32,900None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15120$2,820None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15384$9,024None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15415$9,753None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15215$5,053None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15460$10,810None

90-day public filing window, up to 50 source positions.

Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Equitable Holdings, Inc. ↗10Elms LLP ↗Federation des caisses Desjardins du Quebec ↗Mutual Advisors, LLC ↗Talisman Wealth Advisors LLC ↗Foundations Investment Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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