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

Landing Point Financial Group’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	$312K	Sell	14,117 -2,325	-14%	-$51.4K	0.11%	79
2026 Q1	$364K	Sell	16,442 -4,369	-21%	-$97.1K	0.18%	63
2025 Q4	$465K	Sell	20,811 -2,602	-11%	-$58.2K	0.23%	48
2025 Q3	$527K	Buy	23,413 +1,142	+5%	+$25.6K	0.27%	46
2025 Q2	$502K	Sell	22,271 -23,541	-51%	-$524K	0.32%	40
2025 Q1	$1.02M	Buy	45,812 +15,289	+50%	+$342K	0.78%	18
2024 Q4	$683K	Buy	+30,523	New	+$684K	0.52%	26

Other funds holding IBHG

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Landing Point Financial Group's IBHG Position: Q2 2026 in Review

Landing Point Financial Group reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 14% in Q2 2026, selling an estimated $51.4K and leaving 14,117 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #79.

Landing Point Financial Group first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Landing Point Financial Group held 14,117 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $312K as of Q2 2026.
Landing Point Financial Group sold 2,325 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $51.4K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.11% of Landing Point Financial Group's portfolio in Q2 2026, its #79 holding.
Landing Point Financial Group first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
Landing Point Financial Group's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.02M in Q1 2025.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.