Fidelity Investments’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Fidelity Investments’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	$900	Sell	41 -989	-96%	-$21.8K	﹤0.01%	5252
2026 Q1	$22.8K	Buy	1,030 +956	+1,292%	+$21.2K	﹤0.01%	4459
2025 Q4	$1.66K	Buy	74 +21	+40%	+$470	﹤0.01%	5037
2025 Q3	$1.2K	Sell	53 -12	-18%	-$269	﹤0.01%	4997
2025 Q2	$1.47K	Buy	+65	New	+$1.45K	﹤0.01%	4906
2025 Q1	–	Sell	-7	Closed	-$156	–	5490
2024 Q4	$156	Buy	+7	New	+$157	﹤0.01%	5071

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

Fidelity Investments's IBHG Position: Q2 2026 in Review

Fidelity Investments reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 96% in Q2 2026, selling an estimated $21.8K and leaving 41 shares worth $900. The position accounts for ﹤0.01% of the portfolio, ranked #5252.

Fidelity Investments first reported a position in IBHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.8K in Q1 2026. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Fidelity Investments held 41 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $900 as of Q2 2026.
Fidelity Investments sold 989 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $21.8K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5252 holding.
Fidelity Investments first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 6 quarters since.
Fidelity Investments's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $22.8K 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 Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.