Activest Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Activest Wealth Management’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 Q3	$147K	Hold	6,740	–	–	0.03%	147
2026 Q2	$149K	Hold	6,740	–	–	0.03%	139
2026 Q1	$149K	Buy	+6,740	New	+$150K	0.03%	179

Other funds holding IBHG

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Activest Wealth Management's IBHG Position: Q3 2026 in Review

Activest Wealth Management held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q3 2026 at 6,740 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #147.

Activest Wealth Management first reported a position in IBHG in Q1 2026 and has held it in 3 quarters since. The position peaked at $149K in Q1 2026. 48 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Activest Wealth Management held 6,740 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $147K as of Q3 2026.
Activest Wealth Management left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q3 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.03% of Activest Wealth Management's portfolio in Q3 2026, its #147 holding.
Activest Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2026 and has held it in 3 quarters since.
Activest Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $149K in Q1 2026.
48 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.