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

Centennial 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
Q2 		$1.35M Buy
61,291
+6,364
+12% +$141K 1.61% 21
2026
Q1 		$1.22M Sell
54,927
-4,935
-8% -$110K 1.55% 20
2025
Q4 		$1.34M Buy
+59,862
New +$1.34M 1.74% 19

Other funds holding IBHG

AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CFG
Carr Financial Group Worcester, Massachusetts $434M AUM 28.34% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

Centennial Advisors's IBHG Position: Q2 2026 in Review

Centennial Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 12% in Q2 2026, buying an estimated $141K and bringing the position to 61,291 shares worth $1.35M. The position accounts for 1.61% of the portfolio, ranked #21.

Centennial Advisors first reported a position in IBHG in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Centennial Advisors held 61,291 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.35M as of Q2 2026.
  • Centennial Advisors bought 6,364 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $141K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 1.61% of Centennial Advisors's portfolio in Q2 2026, its #21 holding.
  • Centennial Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Centennial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.