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PFG Investments’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-12,658
Closed -$282K – 1010
2024
Q1 		$282K Buy
+12,658
New +$281K 0.02% 766

Other funds holding IBHG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFG Investments's IBHG Position: Q2 2024 in Review

PFG Investments sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2024, closing a stake of 12,658 shares — an estimated $282K sold.

PFG Investments first reported a position in IBHG in Q1 2024 and held it in 1 quarter. The position peaked at $282K in Q1 2024. 46 funds tracked by Wall St. Rank hold IBHG as of Q2 2024.

  • PFG Investments reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 12,658 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2024, an estimated $282K.
  • PFG Investments first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $282K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.