Beacon Pointe Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Beacon Pointe 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	$398K	Buy	+18,046	New	+$399K	﹤0.01%	1444
2025 Q3	–	Sell	-9,537	Closed	-$215K	–	1449
2025 Q2	$215K	Sell	9,537 -5,651	-37%	-$126K	﹤0.01%	1167
2025 Q1	$339K	Sell	15,188 -829	-5%	-$18.6K	﹤0.01%	974
2024 Q4	$356K	Buy	+16,017	New	+$359K	﹤0.01%	941

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

Beacon Pointe Advisors's IBHG Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 18,046 shares worth $398K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in IBHG as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in IBHG in Q4 2024 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Beacon Pointe Advisors held 18,046 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $398K as of Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF was a new Beacon Pointe Advisors position in Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1444 holding.
Beacon Pointe Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 4 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.