IA
IBHG icon

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

IFP 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
Q2 		$1.17M Sell
52,874
-1,257
-2% -$27.8K 0.02% 676
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

Other funds holding IBHG

UBS Group
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
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
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

IFP Advisors's IBHG Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 2.3% in Q2 2026, selling an estimated $27.8K and leaving 52,874 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #676.

IFP Advisors first reported a position in IBHG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.56M in Q4 2024. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • IFP Advisors held 52,874 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.17M as of Q2 2026.
  • IFP Advisors sold 1,257 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $27.8K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #676 holding.
  • IFP Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2022 and has held it in 16 quarters since.
  • IFP Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.56M in Q4 2024.
  • 133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.