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

Bullock Wealth Management’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 		$672K Buy
30,606
+7,892
+35% +$174K 0.29% 87
2026
Q1 		$499K Buy
22,714
+6,931
+44% +$154K 0.25% 94
2025
Q4 		$352K Buy
15,783
+5,184
+49% +$116K 0.17% 114
2025
Q3 		$238K Buy
10,599
+1,111
+12% +$24.9K 0.12% 142
2025
Q2 		$213K Buy
9,488
+1,989
+27% +$44.2K 0.11% 143
2025
Q1 		$167K Buy
7,499
+4,681
+166% +$105K 0.09% 161
2024
Q4 		$62.7K Buy
2,818
+2,157
+326% +$48.3K 0.04% 231
2024
Q3 		$14.9K Buy
661
+7
+1% +$156 0.01% 334
2024
Q2 		$14.3K Buy
654
+12
+2% +$264 0.01% 327
2024
Q1 		$14.3K Buy
+642
New +$14.2K 0.01% 333

Other funds holding IBHG

UBS Group
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
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bullock Wealth Management's IBHG Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 35% in Q2 2026, buying an estimated $174K and bringing the position to 30,606 shares worth $672K. The position accounts for 0.29% of the portfolio, ranked #87.

Bullock Wealth Management first reported a position in IBHG in Q1 2024 and has held it in 10 quarters since. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Bullock Wealth Management held 30,606 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $672K as of Q2 2026.
  • Bullock Wealth Management bought 7,892 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $174K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.29% of Bullock Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Bullock Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.