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 Q3	$331K	Buy	15,213 +1,498	+11%	+$32.9K	0.01%	961
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

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

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

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return

Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

GAMMA Investing's IBHG Position: Q3 2026 in Review

GAMMA Investing increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 11% in Q3 2026, buying an estimated $32.9K and bringing the position to 15,213 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #961.

GAMMA Investing first reported a position in IBHG in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.17M in Q1 2025. 35 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

GAMMA Investing held 15,213 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $331K as of Q3 2026.
GAMMA Investing bought 1,498 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $32.9K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #961 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 11 quarters since.
GAMMA Investing's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $5.17M in Q1 2025.
35 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.