IWS
IBHG icon

Intentional Wealth Strategies’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-9,384
Closed -$208K – 454
2026
Q1 		$208K Buy
+9,384
New +$208K 0.19% 58

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

Intentional Wealth Strategies's IBHG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026, closing a stake of 9,384 shares — an estimated $208K sold.

Intentional Wealth Strategies first reported a position in IBHG in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 9,384 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $208K.
  • Intentional Wealth Strategies first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $208K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.