Brucke Financial’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Brucke Financial’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 Q3	$1.95M	Buy	+89,372	New	+$1.96M	0.82%	23

Other funds holding IBHG

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Brucke Financial's IBHG Position: Q3 2026 in Review

Brucke Financial opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q3 2026: 89,372 shares worth $1.95M. The stake represents 0.82% of the portfolio and ranks #23 among its holdings.

35 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Brucke Financial held 89,372 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.95M as of Q3 2026.
iShares iBonds 2027 Term High Yield and Income ETF was a new Brucke Financial position in Q3 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.82% of Brucke Financial's portfolio in Q3 2026, its #23 holding.
35 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Brucke Financial's 13F filing for Q3 2026, filed 23 Oct 2026.