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

Friedenthal Financial’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	$170K	Buy	7,821 +744	+11%	+$16.3K	0.07%	123
2026 Q2	$156K	Sell	7,077 -242	-3%	-$5.34K	0.07%	123
2026 Q1	$162K	Sell	7,319 -105	-1%	-$2.33K	0.08%	117
2025 Q4	$166K	Buy	+7,424	New	+$166K	0.09%	113

Other funds holding IBHG

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 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

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

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

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Friedenthal Financial's IBHG Position: Q3 2026 in Review

Friedenthal Financial increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 11% in Q3 2026, buying an estimated $16.3K and bringing the position to 7,821 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #123.

Friedenthal Financial first reported a position in IBHG in Q4 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Friedenthal Financial held 7,821 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $170K as of Q3 2026.
Friedenthal Financial bought 744 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $16.3K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.07% of Friedenthal Financial's portfolio in Q3 2026, its #123 holding.
Friedenthal Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and has held it in 4 quarters since.
45 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.