CPRC
IBHG icon

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 $1.64B AUM 15.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return