High Note Wealth’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
Bought
Maintained
Sold
Other funds holding IBHG
High Note Wealth's IBHG Position: Q3 2026 in Review
High Note Wealth increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 44% in Q3 2026, buying an estimated $429K and bringing the position to 63,736 shares worth $1.39M. The position accounts for 0.23% of the portfolio, ranked #60.
High Note Wealth first reported a position in IBHG in Q2 2025 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.
- High Note Wealth held 63,736 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.39M as of Q3 2026.
- High Note Wealth bought 19,563 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $429K.
- iShares iBonds 2027 Term High Yield and Income ETF made up 0.23% of High Note Wealth's portfolio in Q3 2026, its #60 holding.
- High Note Wealth first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2025 and has held it in 6 quarters since.
- 43 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.
Based on High Note Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.