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

Mutual 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	$220K	Buy	9,983 +834	+9%	+$18.4K	﹤0.01%	1293
2026 Q1	$202K	Sell	9,149 -316,574	-97%	-$7.03M	﹤0.01%	1270
2025 Q4	$7.27M	Sell	325,723 -9,541	-3%	-$213K	0.16%	131
2025 Q3	$7.53M	Buy	335,264 +35,830	+12%	+$804K	0.17%	122
2025 Q2	$6.73M	Buy	299,434 +5,073	+2%	+$113K	0.17%	128
2025 Q1	$6.56M	Buy	294,361 +29,413	+11%	+$659K	0.19%	109
2024 Q4	$5.95M	Buy	264,948 +255,404	+2,676%	+$5.72M	0.17%	113
2024 Q3	$214K	Sell	9,544 -5,120	-35%	-$114K	0.01%	1021
2024 Q2	$326K	Buy	14,664 +1,881	+15%	+$41.4K	0.01%	852
2024 Q1	$285K	Buy	+12,783	New	+$284K	0.01%	889

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

Mutual Advisors's IBHG Position: Q2 2026 in Review

Mutual Advisors increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 9.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 9,983 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Mutual Advisors first reported a position in IBHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.53M in Q3 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Mutual Advisors held 9,983 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $220K as of Q2 2026.
Mutual Advisors bought 834 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $18.4K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1293 holding.
Mutual Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
Mutual Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $7.53M in Q3 2025.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.