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

Commonwealth Financial 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	$2.66M	Sell	120,403 -267,683	-69%	-$5.91M	0.36%	59
2026 Q1	$8.59M	Buy	388,086 +25,424	+7%	+$565K	1.36%	22
2025 Q4	$8.09M	Buy	362,662 +14,999	+4%	+$335K	1.34%	23
2025 Q3	$7.82M	Buy	347,663 +5,529	+2%	+$124K	1.34%	23
2025 Q2	$7.71M	Buy	342,134 +324	+0.1%	+$7.21K	1.48%	17
2025 Q1	$7.63M	Sell	341,810 -3,537	-1%	-$79.2K	1.56%	17
2024 Q4	$7.68M	Buy	345,347 +5,237	+2%	+$117K	1.51%	22
2024 Q3	$7.64M	Buy	340,110 +15,957	+5%	+$356K	1.51%	21
2024 Q2	$7.14M	Buy	324,153 +33,511	+12%	+$737K	1.47%	23
2024 Q1	$6.46M	Sell	290,642 -770	-0.3%	-$17.1K	1.52%	21
2023 Q4	$6.47M	Buy	291,412 +106,539	+58%	+$2.31M	1.52%	21
2023 Q3	$3.98M	Buy	+184,873	New	+$4.01M	1.18%	27

Other funds holding IBHG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wormser Freres Gestion Paris, France $177M AUM 13.84% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return