Moisand Fitzgerald Tamayo’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Moisand Fitzgerald Tamayo’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	$17.7K	Hold	800	–	–	﹤0.01%	301
2026 Q1	$17.7K	Hold	800	–	–	﹤0.01%	282
2025 Q4	$17.9K	Hold	800	–	–	﹤0.01%	284
2025 Q3	$18K	Hold	800	–	–	﹤0.01%	290
2025 Q2	$18K	Hold	800	–	–	﹤0.01%	288
2025 Q1	$17.9K	Hold	800	–	–	﹤0.01%	285
2024 Q4	$17.8K	Hold	800	–	–	﹤0.01%	281
2024 Q3	$18.1K	Hold	800	–	–	﹤0.01%	290
2024 Q2	$17.6K	Hold	800	–	–	﹤0.01%	259
2024 Q1	$17.8K	Hold	800	–	–	﹤0.01%	262
2023 Q4	$17.8K	Hold	800	–	–	﹤0.01%	265
2023 Q3	$17.2K	Hold	800	–	–	﹤0.01%	272
2023 Q2	$17.5K	Hold	800	–	–	﹤0.01%	264
2023 Q1	$17.6K	Hold	800	–	–	﹤0.01%	274
2022 Q4	$17.1K	Hold	800	–	–	﹤0.01%	268
2022 Q3	$17K	Hold	800	–	–	﹤0.01%	243
2022 Q2	$17K	Buy	+800	New	+$17.9K	﹤0.01%	238
2022 Q1	–	Sell	-800	Closed	-$20K	–	572
2021 Q4	$20K	Hold	800	–	–	0.01%	210
2021 Q3	$20K	Buy	+800	New	+$20K	0.01%	198

Other funds holding IBHG

JWCA

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

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

PIM

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

WWM

Walser Wealth Management Tampa, Florida $241M 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

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

LFS

Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IBHG Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q2 2026 at 800 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Moisand Fitzgerald Tamayo first reported a position in IBHG in Q3 2021 and has held it in 19 quarters since. The position peaked at $20K in Q4 2021. 31 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Moisand Fitzgerald Tamayo held 800 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $17.7K as of Q2 2026.
Moisand Fitzgerald Tamayo 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 ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #301 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2021 and has held it in 19 quarters since.
Moisand Fitzgerald Tamayo's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $20K in Q4 2021.
31 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.