Arrow Financial
IBHG icon

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
Q3 		$34.6M Buy
1,587,518
+95,836
+6% +$2.1M 3.16% 8
2026
Q2 		$32.9M Buy
+1,491,682
New +$32.9M 2.95% 8

Other funds holding IBHG

Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Penobscot Investment Management
Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return
Brucke Financial
Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Arrow Financial's IBHG Position: Q3 2026 in Review

Arrow Financial increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 6.4% in Q3 2026, buying an estimated $2.1M and bringing the position to 1,587,518 shares worth $34.6M. The position accounts for 3.16% of the portfolio, ranked #8.

Arrow Financial first reported a position in IBHG in Q2 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

  • Arrow Financial held 1,587,518 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $34.6M as of Q3 2026.
  • Arrow Financial bought 95,836 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $2.1M.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 3.16% of Arrow Financial's portfolio in Q3 2026, its #8 holding.
  • Arrow Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Arrow Financial's 13F filing for Q3 2026, filed 26 Oct 2026.