BFC Planning, Inc.’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

BFC Planning, Inc.’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	$145K	Buy	6,553 +420	+7%	+$9.28K	0.01%	1075
2026 Q1	$136K	Buy	6,133 +11	+0.2%	+$244	0.01%	1010
2025 Q4	$137K	Buy	6,122 +1,112	+22%	+$24.9K	0.01%	1015
2025 Q3	$113K	Buy	5,010 +8	+0.2%	+$180	0.01%	878
2025 Q2	$113K	Buy	5,002 +23	+0.5%	+$512	0.01%	839
2025 Q1	$111K	Buy	4,979 +415	+9%	+$9.3K	0.01%	824
2024 Q4	$102K	Buy	+4,564	New	+$102K	0.01%	869

Other funds holding IBHG

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

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BFC Planning, Inc.'s IBHG Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 6.8% in Q2 2026, buying an estimated $9.28K and bringing the position to 6,553 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #1075.

BFC Planning, Inc. first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

BFC Planning, Inc. held 6,553 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $145K as of Q2 2026.
BFC Planning, Inc. bought 420 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $9.28K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1075 holding.
BFC Planning, Inc. first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.