Mid-American Wealth Advisory Group’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Mid-American Wealth 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
2026 Q2	$4.32M	Sell	195,817 -13,051	-6%	-$288K	1.56%	12
2026 Q1	$4.66M	Hold	208,868	–	–	1.97%	15
2025 Q4	$4.66M	Buy	+208,868	New	+$4.67M	1.97%	15
2025 Q3	–	Sell	-1,120	Closed	-$25.2K	–	161
2025 Q2	$25.2K	Buy	+1,120	New	+$24.9K	0.01%	112

Other funds holding IBHG

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

PIM

Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

Centennial Advisors Austin, Texas $83.8M AUM

BFS

BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mid-American Wealth Advisory Group's IBHG Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 6.2% in Q2 2026, selling an estimated $288K and leaving 195,817 shares worth $4.32M. The position accounts for 1.56% of the portfolio, ranked #12.

Mid-American Wealth Advisory Group first reported a position in IBHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.66M in Q1 2026. 34 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Mid-American Wealth Advisory Group held 195,817 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $4.32M as of Q2 2026.
Mid-American Wealth Advisory Group sold 13,051 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $288K.
iShares iBonds 2027 Term High Yield and Income ETF made up 1.56% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #12 holding.
Mid-American Wealth Advisory Group first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2025 and has held it in 4 quarters since.
Mid-American Wealth Advisory Group's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $4.66M in Q1 2026.
34 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.