CWM
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Cornerstone Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Cornerstone Wealth Management’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 		$232K Buy
+10,487
New +$232K 0.01% 680

Other funds holding IBHG

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $114M AUM

Cornerstone Wealth Management's IBHG Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 10,487 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #680 among its holdings.

25 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Cornerstone Wealth Management held 10,487 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $232K as of Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #680 holding.
  • 25 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.