Phillips Financial Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Phillips Financial 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
2026 Q1	$664K	Buy	30,000 +20,000	+200%	+$444K	0.05%	127
2025 Q4	$223K	Buy	+10,000	New	+$224K	0.01%	194
2023 Q4	–	Sell	-1,283	Closed	-$27.6K	–	254
2023 Q3	$27.6K	Buy	1,283 +23	+2%	+$499	﹤0.01%	203
2023 Q2	$27.5K	Buy	1,260 +21	+2%	+$456	﹤0.01%	198
2023 Q1	$27.2K	Buy	+1,239	New	+$27K	﹤0.01%	203

Other funds holding IBHG

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Phillips Financial Management's IBHG Position: Q1 2026 in Review

Phillips Financial Management increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 200% in Q1 2026, buying an estimated $444K and bringing the position to 30,000 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #127.

Phillips Financial Management first reported a position in IBHG in Q1 2023 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

Phillips Financial Management held 30,000 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $664K as of Q1 2026.
Phillips Financial Management bought 20,000 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $444K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.05% of Phillips Financial Management's portfolio in Q1 2026, its #127 holding.
Phillips Financial Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2023 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.