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HUB Investment Partners’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

HUB Investment Partners’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
Q2 		$476K Buy
+21,538
New +$476K 0.01% 736

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LPL Financial
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Wells Fargo
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FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HUB Investment Partners's IBHG Position: Q2 2026 in Review

HUB Investment Partners opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 21,538 shares worth $476K. The stake represents 0.01% of the portfolio and ranks #736 among its holdings.

132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • HUB Investment Partners held 21,538 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $476K as of Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new HUB Investment Partners position in Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #736 holding.
  • 132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.