MAG
IBHG icon

M3 Advisory Group’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

M3 Advisory 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
2025
Q1 		– Sell
-33,267
Closed -$740K – 143
2024
Q4 		$740K Sell
33,267
-3
-0% -$67 0.53% 40
2024
Q3 		$752K Buy
33,270
+4,317
+15% +$96.2K 0.55% 40
2024
Q2 		$638K Buy
28,953
+610
+2% +$13.4K 0.53% 41
2024
Q1 		$631K Buy
+28,343
New +$629K 0.57% 36

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

M3 Advisory Group's IBHG Position: Q1 2025 in Review

M3 Advisory Group sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2025, closing a stake of 33,267 shares — an estimated $740K sold.

M3 Advisory Group first reported a position in IBHG in Q1 2024 and held it in 4 quarters. The position peaked at $752K in Q3 2024. 77 funds tracked by Wall St. Rank hold IBHG as of Q1 2025.

  • M3 Advisory Group reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • M3 Advisory Group sold 33,267 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2025, an estimated $740K.
  • M3 Advisory Group first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and held it in 4 quarters.
  • M3 Advisory Group's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $752K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2025.

Based on M3 Advisory Group's 13F filing for Q1 2025, filed 22 Apr 2025.