Commonwealth Equity Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Commonwealth Equity Services’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	$922K	Sell	41,747 -682	-2%	-$15.1K	﹤0.01%	2774
2026 Q1	$939K	Sell	42,429 -34,027	-45%	-$756K	﹤0.01%	2670
2025 Q4	$1.71M	Sell	76,456 -292,945	-79%	-$6.55M	﹤0.01%	2118
2025 Q3	$8.31M	Sell	369,401 -14,608	-4%	-$328K	0.01%	1025
2025 Q2	$8.66M	Sell	384,009 -5,008	-1%	-$111K	0.01%	1004
2025 Q1	$8.69M	Buy	389,017 +7,738	+2%	+$173K	0.01%	939
2024 Q4	$8.48M	Buy	381,279 +14,848	+4%	+$333K	0.01%	915
2024 Q3	$8.28M	Sell	366,431 -61,479	-14%	-$1.37M	0.01%	928
2024 Q2	$9.43M	Sell	427,910 -2,513	-0.6%	-$55.3K	0.01%	833
2024 Q1	$9.58M	Sell	430,423 -1,505	-0.3%	-$33.4K	0.02%	805
2023 Q4	$9.59M	Buy	431,928 +227,821	+112%	+$4.93M	0.02%	757
2023 Q3	$4.39M	Buy	+204,107	New	+$4.43M	0.01%	1102

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services's IBHG Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 1.6% in Q2 2026, selling an estimated $15.1K and leaving 41,747 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

Commonwealth Equity Services first reported a position in IBHG in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.59M in Q4 2023. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Commonwealth Equity Services held 41,747 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $922K as of Q2 2026.
Commonwealth Equity Services sold 682 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $15.1K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2774 holding.
Commonwealth Equity Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $9.59M in Q4 2023.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.