IFP Advisors’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 Q1	$1.2M	Buy	54,131 +3,101	+6%	+$68.9K	0.02%	615
2025 Q4	$1.14M	Buy	51,030 +1,056	+2%	+$23.6K	0.03%	600
2025 Q3	$1.12M	Sell	49,974 -1,708	-3%	-$38.3K	0.03%	556
2025 Q2	$1.16M	Sell	51,682 -15,011	-23%	-$334K	0.03%	531
2025 Q1	$1.49M	Sell	66,693 -3,272	-5%	-$73.3K	0.05%	442
2024 Q4	$1.56M	Buy	69,965 +3,063	+5%	+$68.6K	0.05%	407
2024 Q3	$1.51M	Buy	66,902 +2,975	+5%	+$66.3K	0.05%	372
2024 Q2	$1.41M	Buy	63,927 +7,093	+12%	+$156K	0.06%	352
2024 Q1	$1.27M	Buy	56,834 +7,714	+16%	+$171K	0.06%	354
2023 Q4	$1.09M	Buy	49,120 +5,179	+12%	+$112K	0.05%	372
2023 Q3	$946K	Buy	43,941 +15,271	+53%	+$331K	0.04%	405
2023 Q2	$626K	Buy	28,670 +7,981	+39%	+$173K	0.03%	576
2023 Q1	$518K	Buy	20,689 +4,444	+27%	+$97K	0.02%	597
2022 Q4	$417K	Buy	16,245 +11,253	+225%	+$240K	0.01%	972
2022 Q3	$124K	Buy	+4,992	New	+$109K	﹤0.01%	1705