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

Madden Advisory 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	$559K	Buy	25,325 +1,004	+4%	+$22.2K	0.2%	77
2026 Q1	$538K	Buy	24,321 +13,331	+121%	+$296K	0.21%	78
2025 Q4	$245K	Buy	10,990 +1,775	+19%	+$39.7K	0.1%	96
2025 Q3	$207K	Buy	+9,215	New	+$207K	0.08%	107

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Madden Advisory Services's IBHG Position: Q2 2026 in Review

Madden Advisory Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 4.1% in Q2 2026, buying an estimated $22.2K and bringing the position to 25,325 shares worth $559K. The position accounts for 0.2% of the portfolio, ranked #77.

Madden Advisory Services first reported a position in IBHG in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Madden Advisory Services held 25,325 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $559K as of Q2 2026.
Madden Advisory Services bought 1,004 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $22.2K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.2% of Madden Advisory Services's portfolio in Q2 2026, its #77 holding.
Madden Advisory Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.