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

PFG Private Wealth Management’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
2022 Q3	–	Sell	-245	Closed	-$5K	–	348
2022 Q2	$5K	Hold	245	–	–	﹤0.01%	222
2022 Q1	$6K	Hold	245	–	–	﹤0.01%	215
2021 Q4	$6K	Buy	+245	New	+$6.07K	﹤0.01%	220

Other funds holding IBHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG Private Wealth Management's IBHG Position: Q3 2022 in Review

PFG Private Wealth Management sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q3 2022, closing a stake of 245 shares — an estimated $5K sold.

PFG Private Wealth Management first reported a position in IBHG in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 9 funds tracked by Wall St. Rank hold IBHG as of Q3 2022.

PFG Private Wealth Management reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q3 2022 after selling out during the quarter.
PFG Private Wealth Management sold 245 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2022, an estimated $5K.
PFG Private Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2021 and held it in 3 quarters.
PFG Private Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $6K in Q1 2022.
9 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2022.

Based on PFG Private Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.