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Consolidated Portfolio Review Corp’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Consolidated Portfolio Review Corp’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
-23,219
Closed -$522K – 201
2025
Q3 		$522K Buy
23,219
+1,423
+7% +$31.9K 0.07% 262
2025
Q2 		$491K Buy
21,796
+1,735
+9% +$38.6K 0.07% 259
2025
Q1 		$448K Buy
20,061
+1,576
+9% +$35.3K 0.07% 239
2024
Q4 		$411K Buy
18,485
+2,133
+13% +$47.8K 0.07% 253
2024
Q3 		$370K Buy
16,352
+1,199
+8% +$26.7K 0.08% 220
2024
Q2 		$334K Buy
15,153
+2,495
+20% +$54.9K 0.08% 218
2024
Q1 		$282K Buy
+12,658
New +$281K 0.07% 219

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

Consolidated Portfolio Review Corp's IBHG Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q4 2025, closing a stake of 23,219 shares — an estimated $522K sold.

Consolidated Portfolio Review Corp first reported a position in IBHG in Q1 2024 and held it in 7 quarters. The position peaked at $522K in Q3 2025. 117 funds tracked by Wall St. Rank hold IBHG as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 23,219 iShares iBonds 2027 Term High Yield and Income ETF shares in Q4 2025, an estimated $522K.
  • Consolidated Portfolio Review Corp first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and held it in 7 quarters.
  • Consolidated Portfolio Review Corp's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $522K 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 Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.