LPL Financial
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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
2025
Q3 		$15.5M Buy
2025
Q2 		$9.15M Buy
2025
Q1 		$6.26M Buy
2024
Q4 		$4.79M Sell
2024
Q3 		$7.04M Buy
2024
Q2 		$5.72M Buy
2024
Q1 		$2.44M Buy
2023
Q4 		$475K Buy
2023
Q3 		$234K Buy