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

Evexia Wealth’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	$1.76M	Sell	80,369 -36,513	-31%	-$806K	0.48%	38
2026 Q1	$2.59M	Buy	116,882 +16,878	+17%	+$375K	0.71%	37
2025 Q4	$2.24M	Buy	+100,004	New	+$2.24M	0.62%	38

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

Evexia Wealth's IBHG Position: Q2 2026 in Review

Evexia Wealth reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 31% in Q2 2026, selling an estimated $806K and leaving 80,369 shares worth $1.76M. The position accounts for 0.48% of the portfolio, ranked #38.

Evexia Wealth first reported a position in IBHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.59M in Q1 2026. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Evexia Wealth held 80,369 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.76M as of Q2 2026.
Evexia Wealth sold 36,513 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $806K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.48% of Evexia Wealth's portfolio in Q2 2026, its #38 holding.
Evexia Wealth first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
Evexia Wealth's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $2.59M in Q1 2026.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.