Cerity Partners
IBHG icon

Cerity Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Cerity Partners’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 		$597K Sell
27,024
-4,773
-15% -$105K ﹤0.01% 2322
2026
Q1 		$704K Buy
+31,797
New +$706K ﹤0.01% 2077

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LPL Financial
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Wells Fargo
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FDCDDQ
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
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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

Cerity Partners's IBHG Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 15% in Q2 2026, selling an estimated $105K and leaving 27,024 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Cerity Partners first reported a position in IBHG in Q1 2026 and has held it in 2 quarters since. The position peaked at $704K in Q1 2026. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Cerity Partners held 27,024 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $597K as of Q2 2026.
  • Cerity Partners sold 4,773 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $105K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2322 holding.
  • Cerity Partners first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $704K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.