Ashton Thomas Private Wealth’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Ashton Thomas Private Wealth’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	$225K	Hold	10,349	–	–	﹤0.01%	1137
2026 Q2	$229K	Hold	10,349	–	–	﹤0.01%	1092
2026 Q1	$229K	Hold	10,349	–	–	0.01%	983
2025 Q4	$231K	Hold	10,349	–	–	0.01%	914
2025 Q3	$233K	Buy	+10,349	New	+$232K	0.01%	886

Other funds holding IBHG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

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

Carr Financial Group Worcester, Massachusetts $449M AUM 20.56% 1-Year Est. Return

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

Ashton Thomas Private Wealth's IBHG Position: Q3 2026 in Review

Ashton Thomas Private Wealth held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q3 2026 at 10,349 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Ashton Thomas Private Wealth first reported a position in IBHG in Q3 2025 and has held it in 5 quarters since. The position peaked at $233K in Q3 2025. 94 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Ashton Thomas Private Wealth held 10,349 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $225K as of Q3 2026.
Ashton Thomas Private Wealth 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 ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1137 holding.
Ashton Thomas Private Wealth first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and has held it in 5 quarters since.
Ashton Thomas Private Wealth's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $233K in Q3 2025.
94 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.