IF
IBHG icon

Ironwood Financial’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Ironwood Financial’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
Q1 		$3.66M Buy
165,529
+10,984
+7% +$244K 0.64% 43
2025
Q4 		$3.45M Buy
154,545
+23,875
+18% +$534K 0.59% 42
2025
Q3 		$2.94M Buy
130,670
+76,511
+141% +$1.72M 0.52% 46
2025
Q2 		$1.21M Hold
54,159
– – 0.26% 71
2025
Q1 		$1.21M Buy
54,159
+6,149
+13% +$138K 0.26% 71
2024
Q4 		$1.07M Buy
48,010
+7,088
+17% +$159K 0.22% 72
2024
Q3 		$925K Buy
40,922
+14,257
+53% +$318K 0.19% 73
2024
Q2 		$587K Buy
26,665
+3,081
+13% +$67.8K 0.13% 99
2024
Q1 		$525K Buy
23,584
+1,409
+6% +$31.3K 0.12% 107
2023
Q4 		$493K Buy
22,175
+2,485
+13% +$53.8K 0.12% 102
2023
Q3 		$424K Buy
19,690
+2,843
+17% +$61.7K 0.11% 102
2023
Q2 		$368K Buy
16,847
+170
+1% +$3.69K 0.1% 108
2023
Q1 		$367K Buy
16,677
+460
+3% +$10K 0.1% 108
2022
Q4 		$346K Buy
+16,217
New +$347K 0.11% 109

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return