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 Q3	$434K	Sell	19,912 -22,986	-54%	-$504K	0.32%	49
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 $1.1B AUM 15.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Penobscot Investment Management Boston, Massachusetts $1.44B AUM 23.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Littlejohn Financial Services's IBHG Position: Q3 2026 in Review

Littlejohn Financial Services reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 54% in Q3 2026, selling an estimated $504K and leaving 19,912 shares worth $434K. The position accounts for 0.32% of the portfolio, ranked #49.

Littlejohn Financial Services first reported a position in IBHG in Q4 2024 and has held it in 8 quarters since. The position peaked at $947K in Q2 2026. 76 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

Littlejohn Financial Services held 19,912 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $434K as of Q3 2026.
Littlejohn Financial Services sold 22,986 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $504K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.32% of Littlejohn Financial Services's portfolio in Q3 2026, its #49 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 8 quarters since.
Littlejohn Financial Services's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $947K in Q2 2026.
76 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.