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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Madden Advisory Services's IBHG Position: Q1 2026 in Review

Madden Advisory Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 121% in Q1 2026, buying an estimated $296K and bringing the position to 24,321 shares worth $538K. The position accounts for 0.21% of the portfolio, ranked #78.

Madden Advisory Services first reported a position in IBHG in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Madden Advisory Services held 24,321 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $538K as of Q1 2026.
  • Madden Advisory Services bought 13,331 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $296K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.21% of Madden Advisory Services's portfolio in Q1 2026, its #78 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 3 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.