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 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 $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ashton Thomas Private Wealth's IBHG Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q2 2026 at 10,349 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Ashton Thomas Private Wealth first reported a position in IBHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $233K in Q3 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Ashton Thomas Private Wealth held 10,349 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $229K as of Q2 2026.
Ashton Thomas Private Wealth left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1092 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 4 quarters since.
Ashton Thomas Private Wealth's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $233K in Q3 2025.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.