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High Falls Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

High Falls Advisors’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
2025
Q4 		$229K Buy
+10,248
New +$229K 0.05% 129

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

High Falls Advisors's IBHG Position: Q4 2025 in Review

High Falls Advisors opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q4 2025: 10,248 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #129 among its holdings.

116 funds tracked by Wall St. Rank hold IBHG as of Q4 2025.

  • High Falls Advisors held 10,248 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $229K as of Q4 2025.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new High Falls Advisors position in Q4 2025.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.05% of High Falls Advisors's portfolio in Q4 2025, its #129 holding.
  • 116 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.