Hurley Capital’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Hurley Capital’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	$52.9K	Buy	2,398 +281	+13%	+$6.21K	0.03%	184
2026 Q1	$46.9K	Sell	2,117 -185,533	-99%	-$4.12M	0.03%	180
2025 Q4	$4.19M	Buy	187,650 +13,022	+7%	+$291K	2.34%	10
2025 Q3	$3.93M	Buy	174,628 +146,638	+524%	+$3.29M	2.21%	10
2025 Q2	$631K	Buy	27,990 +20,249	+262%	+$450K	0.44%	50
2025 Q1	$173K	Buy	7,741 +6,091	+369%	+$136K	0.13%	86
2024 Q4	$36.8K	Buy	+1,650	New	+$37K	0.03%	173

Other funds holding IBHG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hurley Capital's IBHG Position: Q2 2026 in Review

Hurley Capital increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 13% in Q2 2026, buying an estimated $6.21K and bringing the position to 2,398 shares worth $52.9K. The position accounts for 0.03% of the portfolio, ranked #184.

Hurley Capital first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.19M in Q4 2025. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Hurley Capital held 2,398 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $52.9K as of Q2 2026.
Hurley Capital bought 281 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $6.21K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.03% of Hurley Capital's portfolio in Q2 2026, its #184 holding.
Hurley Capital first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Hurley Capital's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $4.19M in Q4 2025.
132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.