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

Littlejohn Financial Services’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	$947K	Buy	42,898 +24,271	+130%	+$536K	0.69%	41
2026 Q1	$412K	Buy	18,627 +1,900	+11%	+$42.2K	0.31%	50
2025 Q4	$373K	Buy	16,727 +4,488	+37%	+$100K	0.28%	48
2025 Q3	$275K	Hold	12,239	–	–	0.2%	58
2025 Q2	$276K	Sell	12,239 -1,283	-9%	-$28.5K	0.21%	55
2025 Q1	$302K	Buy	13,522 +2,084	+18%	+$46.7K	0.24%	50
2024 Q4	$254K	Buy	+11,438	New	+$256K	0.23%	47

Other funds holding IBHG

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

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

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

Littlejohn Financial Services's IBHG Position: Q2 2026 in Review

Littlejohn Financial Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 130% in Q2 2026, buying an estimated $536K and bringing the position to 42,898 shares worth $947K. The position accounts for 0.69% of the portfolio, ranked #41.

Littlejohn Financial Services first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Littlejohn Financial Services held 42,898 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $947K as of Q2 2026.
Littlejohn Financial Services bought 24,271 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $536K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.69% of Littlejohn Financial Services's portfolio in Q2 2026, its #41 holding.
Littlejohn Financial Services 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.
50 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

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