KPP Advisory Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Buy
9,640
+300
+3% +$6.63K 0.03% 344
2026
Q1
$207K Buy
+9,340
New +$208K 0.03% 334

Other funds holding IBHG

KPP Advisory Services's IBHG Position: Q2 2026 in Review

KPP Advisory Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 3.2% in Q2 2026, buying an estimated $6.63K and bringing the position to 9,640 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #344.

KPP Advisory Services first reported a position in IBHG in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • KPP Advisory Services held 9,640 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $213K as of Q2 2026.
  • KPP Advisory Services bought 300 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $6.63K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #344 holding.
  • KPP Advisory Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.