Cambridge Investment Research Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Cambridge Investment Research 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 Q1	$1.65M	Buy	74,575 +7,782	+12%	+$173K	﹤0.01%	1750
2025 Q4	$1.49M	Buy	66,793 +2,931	+5%	+$65.5K	﹤0.01%	1780
2025 Q3	$1.44M	Buy	63,862 +936	+1%	+$21K	﹤0.01%	1768
2025 Q2	$1.42M	Buy	62,926 +3,874	+7%	+$86.2K	﹤0.01%	1691
2025 Q1	$1.32M	Buy	59,052 +8,849	+18%	+$198K	﹤0.01%	1647
2024 Q4	$1.12M	Buy	50,203 +7,458	+17%	+$167K	﹤0.01%	1780
2024 Q3	$966K	Buy	42,745 +14,476	+51%	+$323K	﹤0.01%	1877
2024 Q2	$623K	Buy	28,269 +4,100	+17%	+$90.2K	﹤0.01%	2117
2024 Q1	$538K	Buy	24,169 +6,569	+37%	+$146K	﹤0.01%	2215
2023 Q4	$391K	Buy	+17,600	New	+$381K	﹤0.01%	2397

Other funds holding IBHG

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors's IBHG Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 12% in Q1 2026, buying an estimated $173K and bringing the position to 74,575 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Cambridge Investment Research Advisors first reported a position in IBHG in Q4 2023 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

Cambridge Investment Research Advisors held 74,575 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.65M as of Q1 2026.
Cambridge Investment Research Advisors bought 7,782 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $173K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1750 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2023 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.