Phillips Financial Management
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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
Q3 		$1.44M Buy
66,119
+36,119
+120% +$792K 0.11% 87
2026
Q2 		$662K Hold
30,000
– – 0.05% 129
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

Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Brucke Financial
Brucke Financial Indianapolis, Indiana $238M AUM 19.51% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Phillips Financial Management's IBHG Position: Q3 2026 in Review

Phillips Financial Management increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 120% in Q3 2026, buying an estimated $792K and bringing the position to 66,119 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #87.

Phillips Financial Management first reported a position in IBHG in Q1 2023 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

  • Phillips Financial Management held 66,119 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.44M as of Q3 2026.
  • Phillips Financial Management bought 36,119 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $792K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.11% of Phillips Financial Management's portfolio in Q3 2026, its #87 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 7 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.