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

Hobbs Group 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
2026
Q1 		– Sell
-17,173
Closed -$383K – 165
2025
Q4 		$383K Buy
+17,173
New +$384K 0.12% 124

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hobbs Group Advisors's IBHG Position: Q1 2026 in Review

Hobbs Group Advisors sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2026, closing a stake of 17,173 shares — an estimated $383K sold.

Hobbs Group Advisors first reported a position in IBHG in Q4 2025 and held it in 1 quarter. The position peaked at $383K in Q4 2025. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Hobbs Group Advisors reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q1 2026 after selling out during the quarter.
  • Hobbs Group Advisors sold 17,173 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $383K.
  • Hobbs Group Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and held it in 1 quarter.
  • Hobbs Group Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $383K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Hobbs Group Advisors's 13F filing for Q1 2026, filed 20 May 2026.