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

LPL 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
2026 Q2	$27.6M	Buy	1,250,152 +107,046	+9%	+$2.36M	0.01%	1365
2026 Q1	$25.3M	Buy	1,143,106 +229,318	+25%	+$5.09M	0.01%	1314
2025 Q4	$20.4M	Buy	913,788 +226,079	+33%	+$5.05M	0.01%	1400
2025 Q3	$15.5M	Buy	687,709 +281,673	+69%	+$6.32M	﹤0.01%	1530
2025 Q2	$9.15M	Buy	406,036 +125,498	+45%	+$2.79M	﹤0.01%	1807
2025 Q1	$6.26M	Buy	280,538 +65,047	+30%	+$1.46M	﹤0.01%	1964
2024 Q4	$4.79M	Sell	215,491 -96,098	-31%	-$2.15M	﹤0.01%	2115
2024 Q3	$7.04M	Buy	311,589 +52,121	+20%	+$1.16M	﹤0.01%	1724
2024 Q2	$5.72M	Buy	259,468 +149,778	+137%	+$3.29M	﹤0.01%	1751
2024 Q1	$2.44M	Buy	109,690 +88,324	+413%	+$1.96M	﹤0.01%	2368
2023 Q4	$475K	Buy	21,366 +10,486	+96%	+$227K	﹤0.01%	3704
2023 Q3	$234K	Buy	+10,880	New	+$236K	﹤0.01%	4121

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial's IBHG Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 9.4% in Q2 2026, buying an estimated $2.36M and bringing the position to 1,250,152 shares worth $27.6M. The position accounts for 0.01% of the portfolio, ranked #1365.

LPL Financial first reported a position in IBHG in Q3 2023 and has held it in 12 quarters since. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

LPL Financial held 1,250,152 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $27.6M as of Q2 2026.
LPL Financial bought 107,046 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $2.36M.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1365 holding.
LPL Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2023 and has held it in 12 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.