CX Institutional’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

CX Institutional’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	–	Sell	-929	Closed	-$21K	–	1609
2026 Q1	$21K	Buy	929 +9	+1%	+$200	﹤0.01%	1117
2025 Q4	$21K	Buy	920 +19	+2%	+$425	﹤0.01%	1098
2025 Q3	$20K	Buy	+901	New	+$20.2K	﹤0.01%	1102

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CX Institutional's IBHG Position: Q2 2026 in Review

CX Institutional sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026, closing a stake of 929 shares — an estimated $21K sold.

CX Institutional first reported a position in IBHG in Q3 2025 and held it in 3 quarters. The position peaked at $21K in Q1 2026. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

CX Institutional reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
CX Institutional sold 929 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $21K.
CX Institutional first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and held it in 3 quarters.
CX Institutional's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $21K in Q1 2026.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.