Advisory Services Network’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.73M Buy
78,400
+488
+0.6% +$10.8K 0.02% 761
2026
Q1
$1.72M Sell
77,912
-3,578
-4% -$79.5K 0.02% 708
2025
Q4
$1.82M Buy
81,490
+1,958
+2% +$43.8K 0.03% 637
2025
Q3
$1.79M Buy
79,532
+1,148
+1% +$25.8K 0.03% 628
2025
Q2
$1.76M Buy
78,384
+160
+0.2% +$3.56K 0.03% 601
2025
Q1
$1.75M Buy
78,224
+68,993
+747% +$1.55M 0.03% 547
2024
Q4
$205K Buy
+9,231
New +$207K ﹤0.01% 1480

Other funds holding IBHG

Advisory Services Network's IBHG Position: Q2 2026 in Review

Advisory Services Network increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 0.63% in Q2 2026, buying an estimated $10.8K and bringing the position to 78,400 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #761.

Advisory Services Network first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q4 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Advisory Services Network held 78,400 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.73M as of Q2 2026.
  • Advisory Services Network bought 488 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $10.8K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.02% of Advisory Services Network's portfolio in Q2 2026, its #761 holding.
  • Advisory Services Network 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.
  • Advisory Services Network's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.82M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.