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

Mayflower Financial Advisors’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 		$346K Hold
15,662
– – 0.03% 354
2026
Q1 		$347K Hold
15,662
– – 0.04% 320
2025
Q4 		$350K Buy
+15,662
New +$350K 0.04% 311

Other funds holding IBHG

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $114M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mayflower Financial Advisors's IBHG Position: Q2 2026 in Review

Mayflower Financial Advisors held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q2 2026 at 15,662 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #354.

Mayflower Financial Advisors first reported a position in IBHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $350K in Q4 2025. 17 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Mayflower Financial Advisors held 15,662 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $346K as of Q2 2026.
  • Mayflower Financial Advisors left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q2 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #354 holding.
  • Mayflower Financial Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Mayflower Financial Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $350K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.