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

Avion 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
Q1 		– Sell
-1,614
Closed -$36K – 1414
2025
Q4 		$36K Buy
+1,614
New +$36.1K 0.01% 252

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avion Wealth's IBHG Position: Q1 2026 in Review

Avion Wealth sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2026, closing a stake of 1,614 shares — an estimated $36K sold.

Avion Wealth first reported a position in IBHG in Q4 2025 and held it in 1 quarter. The position peaked at $36K in Q4 2025. 128 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Avion Wealth reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Avion Wealth sold 1,614 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $36K.
  • Avion Wealth first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and held it in 1 quarter.
  • Avion Wealth's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $36K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.