Envestnet Asset Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Envestnet Asset 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	$223K	Sell	10,113 -2,329	-19%	-$51.4K	﹤0.01%	4604
2026 Q1	$275K	Buy	+12,442	New	+$276K	﹤0.01%	4327
2025 Q3	–	Sell	-13,016	Closed	-$293K	–	4581
2025 Q2	$293K	Buy	+13,016	New	+$289K	﹤0.01%	4031

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

Envestnet Asset Management's IBHG Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 19% in Q2 2026, selling an estimated $51.4K and leaving 10,113 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #4604.

Envestnet Asset Management first reported a position in IBHG in Q2 2025 and has held it in 3 quarters since. The position peaked at $293K in Q2 2025. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Envestnet Asset Management held 10,113 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $223K as of Q2 2026.
Envestnet Asset Management sold 2,329 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $51.4K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4604 holding.
Envestnet Asset Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2025 and has held it in 3 quarters since.
Envestnet Asset Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $293K in Q2 2025.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.