Avantax Advisory Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
Other funds holding IBHG
LIA
KTM
CFS
MA
Avantax Advisory Services's IBHG Position: Q2 2025 in Review
Avantax Advisory Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 14% in Q2 2025, buying an estimated $291K and bringing the position to 104,281 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #721.
Avantax Advisory Services first reported a position in IBHG in Q4 2024 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold IBHG as of Q2 2025.
- Avantax Advisory Services held 104,281 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $2.35M as of Q2 2025.
- Avantax Advisory Services bought 13,102 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2025, an estimated $291K.
- iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #721 holding.
- Avantax Advisory Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 3 quarters since.
- 86 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.