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International Assets Investment Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

International Assets Investment Management’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 		$148K Hold
6,738
– – 0.01% 958
2026
Q1 		$148K Buy
6,738
+2,293
+52% +$50.9K 0.01% 897
2025
Q4 		$99.2K Buy
+4,445
New +$99.4K 0.01% 1015
2024
Q3 		– Sell
-705
Closed -$15.5K – 2150
2024
Q2 		$15.5K Buy
+705
New +$15.5K ﹤0.01% 1536

Other funds holding IBHG

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

International Assets Investment Management's IBHG Position: Q2 2026 in Review

International Assets Investment Management held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q2 2026 at 6,738 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #958.

International Assets Investment Management first reported a position in IBHG in Q2 2024 and has held it in 4 quarters since. The position peaked at $148K in Q1 2026. 42 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • International Assets Investment Management held 6,738 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $148K as of Q2 2026.
  • International Assets Investment Management left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #958 holding.
  • International Assets Investment Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $148K in Q1 2026.
  • 42 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.