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

Carr Financial Group’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 		$2.65M Buy
119,847
+32,814
+38% +$729K 0.7% 29
2025
Q4 		$1.94M Buy
87,033
+71,317
+454% +$1.59M 0.52% 38
2025
Q3 		$353K Buy
+15,716
New +$353K 0.1% 131

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carr Financial Group's IBHG Position: Q1 2026 in Review

Carr Financial Group increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 38% in Q1 2026, buying an estimated $729K and bringing the position to 119,847 shares worth $2.65M. The position accounts for 0.7% of the portfolio, ranked #29.

Carr Financial Group first reported a position in IBHG in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Carr Financial Group held 119,847 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $2.65M as of Q1 2026.
  • Carr Financial Group bought 32,814 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $729K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.7% of Carr Financial Group's portfolio in Q1 2026, its #29 holding.
  • Carr Financial Group first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and has held it in 3 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 Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.