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

Clearstead 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
2025
Q4 		– Sell
-196
Closed -$4.4K – 2979
2025
Q3 		$4.4K Buy
+196
New +$4.4K ﹤0.01% 2204

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Clearstead Advisors's IBHG Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q4 2025, closing a stake of 196 shares — an estimated $4.4K sold.

Clearstead Advisors first reported a position in IBHG in Q3 2025 and held it in 1 quarter. The position peaked at $4.4K in Q3 2025. 117 funds tracked by Wall St. Rank hold IBHG as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 196 iShares iBonds 2027 Term High Yield and Income ETF shares in Q4 2025, an estimated $4.4K.
  • Clearstead Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $4.4K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.