Financial Consulate’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Financial Consulate’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 Q3	$5.32K	Buy	+244	New	+$5.35K	﹤0.01%	883

Other funds holding IBHG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Carr Financial Group Worcester, Massachusetts $449M AUM 20.56% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Financial Consulate's IBHG Position: Q3 2026 in Review

Financial Consulate opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q3 2026: 244 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #883 among its holdings.

94 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Financial Consulate held 244 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $5.32K as of Q3 2026.
iShares iBonds 2027 Term High Yield and Income ETF was a new Financial Consulate position in Q3 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #883 holding.
94 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.