Foundations Investment Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Foundations Investment Advisors’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	$1.77M	Buy	80,213 +25,761	+47%	+$569K	0.02%	435
2026 Q1	$1.21M	Buy	54,452 +30,987	+132%	+$688K	0.01%	478
2025 Q4	$524K	Buy	+23,465	New	+$525K	0.01%	701

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

Foundations Investment Advisors's IBHG Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 47% in Q2 2026, buying an estimated $569K and bringing the position to 80,213 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #435.

Foundations Investment Advisors first reported a position in IBHG in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Foundations Investment Advisors held 80,213 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.77M as of Q2 2026.
Foundations Investment Advisors bought 25,761 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $569K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #435 holding.
Foundations Investment Advisors 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.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.