IFP Advisors
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
Q3 		$1.2M Buy
55,099
+2,225
+4% +$48.8K 0.02% 699
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

Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

IFP Advisors's IBHG Position: Q3 2026 in Review

IFP Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 4.2% in Q3 2026, buying an estimated $48.8K and bringing the position to 55,099 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #699.

IFP Advisors first reported a position in IBHG in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.56M in Q4 2024. 26 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

  • IFP Advisors held 55,099 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.2M as of Q3 2026.
  • IFP Advisors bought 2,225 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $48.8K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #699 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 17 quarters since.
  • IFP Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.56M in Q4 2024.
  • 26 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.