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 Q2	$2.2M	Buy	99,809 +65,320	+189%	+$1.44M	0.01%	976
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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Private Advisor Group's IBHG Position: Q2 2026 in Review

Private Advisor Group increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 189% in Q2 2026, buying an estimated $1.44M and bringing the position to 99,809 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #976.

Private Advisor Group first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Private Advisor Group held 99,809 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $2.2M as of Q2 2026.
Private Advisor Group bought 65,320 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.44M.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #976 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 7 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.