Commonwealth Equity Services
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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
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

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