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

Krilogy 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
2024
Q3 		– Sell
-42,914
Closed -$945K – 221
2024
Q2 		$945K Buy
+42,914
New +$944K 0.07% 166

Other funds holding IBHG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Krilogy Financial's IBHG Position: Q3 2024 in Review

Krilogy Financial sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q3 2024, closing a stake of 42,914 shares — an estimated $945K sold.

Krilogy Financial first reported a position in IBHG in Q2 2024 and held it in 1 quarter. The position peaked at $945K in Q2 2024. 48 funds tracked by Wall St. Rank hold IBHG as of Q3 2024.

  • Krilogy Financial reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q3 2024 after selling out during the quarter.
  • Krilogy Financial sold 42,914 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2024, an estimated $945K.
  • Krilogy Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2024 and held it in 1 quarter.
  • Krilogy Financial's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $945K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2024.

Based on Krilogy Financial's 13F filing for Q3 2024, filed 15 Oct 2024.