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

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

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. 133 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.
133 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.