10Elms LLP’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

10Elms LLP’s Portfolio IBHG Stock Details IBHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$167K	Buy	7,554 +2,297	+44%	+$50.7K	0.07%	111
2026 Q1	$116K	Hold	5,257	–	–	0.07%	120
2025 Q4	$117K	Hold	5,257	–	–	0.11%	107
2025 Q3	$118K	Buy	5,257 +500	+11%	+$11.2K	0.11%	107
2025 Q2	$107K	Hold	4,757	–	–	0.1%	111
2025 Q1	$106K	Buy	4,757 +600	+14%	+$13.4K	0.11%	110
2024 Q4	$92.5K	Buy	+4,157	New	+$93.1K	0.1%	132

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

10Elms LLP's IBHG Position: Q2 2026 in Review

10Elms LLP increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 44% in Q2 2026, buying an estimated $50.7K and bringing the position to 7,554 shares worth $167K. The position accounts for 0.07% of the portfolio, ranked #111.

10Elms LLP first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

10Elms LLP held 7,554 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $167K as of Q2 2026.
10Elms LLP bought 2,297 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $50.7K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.07% of 10Elms LLP's portfolio in Q2 2026, its #111 holding.
10Elms LLP first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.