Newbridge Financial Services Group’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Newbridge Financial Services 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	$34.9K	Hold	1,580	–	–	﹤0.01%	572
2026 Q1	$35K	Hold	1,580	–	–	0.01%	514
2025 Q4	$35.3K	Hold	1,580	–	–	0.01%	507
2025 Q3	$35.5K	Hold	1,580	–	–	0.01%	586
2025 Q2	$35.6K	Hold	1,580	–	–	0.01%	573
2025 Q1	$35.3K	Hold	1,580	–	–	0.01%	440
2024 Q4	$35.1K	Hold	1,580	–	–	0.01%	488
2024 Q3	$35.7K	Hold	1,580	–	–	0.01%	302
2024 Q2	$34.8K	Hold	1,580	–	–	0.01%	461
2024 Q1	$35.2K	Buy	+1,580	New	+$35.1K	0.02%	476

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

Newbridge Financial Services Group's IBHG Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q2 2026 at 1,580 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Newbridge Financial Services Group first reported a position in IBHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $35.7K in Q3 2024. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Newbridge Financial Services Group held 1,580 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $34.9K as of Q2 2026.
Newbridge Financial Services Group 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 Newbridge Financial Services Group's portfolio in Q2 2026, its #572 holding.
Newbridge Financial Services Group 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.
Newbridge Financial Services Group's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $35.7K in Q3 2024.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.