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SkyView Investment Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

SkyView Investment Advisors’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
2025
Q4 		– Sell
-15,321
Closed -$345K – 337
2025
Q3 		$345K Buy
+15,321
New +$344K 0.04% 240

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

SkyView Investment Advisors's IBHG Position: Q4 2025 in Review

SkyView Investment Advisors sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q4 2025, closing a stake of 15,321 shares — an estimated $345K sold.

SkyView Investment Advisors first reported a position in IBHG in Q3 2025 and held it in 1 quarter. The position peaked at $345K in Q3 2025. 117 funds tracked by Wall St. Rank hold IBHG as of Q4 2025.

  • SkyView Investment Advisors reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • SkyView Investment Advisors sold 15,321 iShares iBonds 2027 Term High Yield and Income ETF shares in Q4 2025, an estimated $345K.
  • SkyView Investment Advisors first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • SkyView Investment Advisors's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $345K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q4 2025.

Based on SkyView Investment Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.