CAPTRUST Financial Advisors
IBHG icon

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

CAPTRUST Financial Advisors’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$269K Sell
11,921
-4,670
-28% -$105K ﹤0.01% 2127
2025
Q1 		$370K Hold
16,591
– – ﹤0.01% 1821
2024
Q4 		$369K Buy
+16,591
New +$369K ﹤0.01% 1783