Private Advisor Group’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Private Advisor 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 Q1	$763K	Buy	34,489 +2,302	+7%	+$51.1K	﹤0.01%	1593
2025 Q4	$718K	Buy	32,187 +10,528	+49%	+$235K	﹤0.01%	1603
2025 Q3	$487K	Buy	21,659 +2,486	+13%	+$55.8K	﹤0.01%	1794
2025 Q2	$432K	Buy	19,173 +5,356	+39%	+$119K	﹤0.01%	1759
2025 Q1	$308K	Buy	13,817 +3,234	+31%	+$72.4K	﹤0.01%	1857
2024 Q4	$235K	Buy	+10,583	New	+$237K	﹤0.01%	2004

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

Private Advisor Group's IBHG Position: Q1 2026 in Review

Private Advisor Group increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 7.2% in Q1 2026, buying an estimated $51.1K and bringing the position to 34,489 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Private Advisor Group first reported a position in IBHG in Q4 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

Private Advisor Group held 34,489 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $763K as of Q1 2026.
Private Advisor Group bought 2,302 iShares iBonds 2027 Term High Yield and Income ETF shares in Q1 2026, an estimated $51.1K.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1593 holding.
Private Advisor Group first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 6 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 Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.