Action Point Financial Planning’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Action Point Financial Planning’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	$1.05M	Buy	+47,732	New	+$1.05M	0.11%	167

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

Action Point Financial Planning's IBHG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 47,732 shares worth $1.05M. The stake represents 0.11% of the portfolio and ranks #167 among its holdings.

132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Action Point Financial Planning held 47,732 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.05M as of Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF was a new Action Point Financial Planning position in Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.11% of Action Point Financial Planning's portfolio in Q2 2026, its #167 holding.
132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.