Baron Silver Stevens Financial Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Baron Silver Stevens Financial Advisors’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	–	Sell	-13,406	Closed	-$297K	–	145
2026 Q1	$297K	Hold	13,406	–	–	0.04%	107
2025 Q4	$299K	Hold	13,406	–	–	0.04%	101
2025 Q3	$302K	Buy	13,406 +667	+5%	+$15K	0.04%	107
2025 Q2	$287K	Sell	12,739 -2,392	-16%	-$53.2K	0.05%	109
2025 Q1	$338K	Buy	15,131 +4,485	+42%	+$100K	0.06%	88
2024 Q4	$237K	Buy	+10,646	New	+$238K	0.04%	110

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

Baron Silver Stevens Financial Advisors's IBHG Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026, closing a stake of 13,406 shares — an estimated $297K sold.

Baron Silver Stevens Financial Advisors first reported a position in IBHG in Q4 2024 and held it in 6 quarters. The position peaked at $338K in Q1 2025. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Baron Silver Stevens Financial Advisors reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 13,406 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $297K.
Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and held it in 6 quarters.
Baron Silver Stevens Financial Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $338K in Q1 2025.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.