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

Arrow Financial’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 		$32.9M Buy
+1,491,682
New +$32.9M 2.95% 8

Other funds holding IBHG

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Arrow Financial's IBHG Position: Q2 2026 in Review

Arrow Financial opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 1,491,682 shares worth $32.9M. The stake represents 2.95% of the portfolio and ranks #8 among its holdings.

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

  • Arrow Financial held 1,491,682 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $32.9M as of Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Arrow Financial position in Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 2.95% of Arrow Financial's portfolio in Q2 2026, its #8 holding.
  • 50 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Arrow Financial's 13F filing for Q2 2026, filed 31 Jul 2026.