High Note Wealth’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$975K Buy
44,173
+17,857
+68% +$394K 0.17% 72
2026
Q1
$582K Buy
26,316
+15,603
+146% +$347K 0.11% 78
2025
Q4
$239K Buy
10,713
+7,162
+202% +$160K 0.05% 100
2025
Q3
$79.9K Buy
3,551
+801
+29% +$18K 0.02% 153
2025
Q2
$62K Buy
+2,750
New +$61.2K 0.01% 166

Other funds holding IBHG

High Note Wealth's IBHG Position: Q2 2026 in Review

High Note Wealth increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 68% in Q2 2026, buying an estimated $394K and bringing the position to 44,173 shares worth $975K. The position accounts for 0.17% of the portfolio, ranked #72.

High Note Wealth first reported a position in IBHG in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • High Note Wealth held 44,173 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $975K as of Q2 2026.
  • High Note Wealth bought 17,857 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $394K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.17% of High Note Wealth's portfolio in Q2 2026, its #72 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 5 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.