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GAMMA Investing’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

GAMMA Investing’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 		$303K Buy
13,715
+8,192
+148% +$181K 0.01% 969
2026
Q1 		$122K Sell
5,523
-1,725
-24% -$38.3K 0.01% 1518
2025
Q4 		$162K Buy
7,248
+129
+2% +$2.88K 0.01% 1191
2025
Q3 		$160K Sell
7,119
-51,220
-88% -$1.15M 0.01% 1145
2025
Q2 		$1.31M Sell
58,339
-173,179
-75% -$3.85M 0.08% 209
2025
Q1 		$5.17M Buy
231,518
+47,522
+26% +$1.06M 0.39% 35
2024
Q4 		$4.09M Buy
183,996
+56,868
+45% +$1.27M 0.35% 40
2024
Q3 		$2.87M Buy
127,128
+94,091
+285% +$2.1M 0.28% 55
2024
Q2 		$728K Buy
33,037
+8,244
+33% +$181K 0.1% 184
2024
Q1 		$552K Buy
+24,793
New +$550K 0.11% 163

Other funds holding IBHG

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $114M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GAMMA Investing's IBHG Position: Q2 2026 in Review

GAMMA Investing increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 148% in Q2 2026, buying an estimated $181K and bringing the position to 13,715 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #969.

GAMMA Investing first reported a position in IBHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.17M in Q1 2025. 17 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • GAMMA Investing held 13,715 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $303K as of Q2 2026.
  • GAMMA Investing bought 8,192 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $181K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #969 holding.
  • GAMMA Investing first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
  • GAMMA Investing's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $5.17M in Q1 2025.
  • 17 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.