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Spartan Wealth Advisory Services LLC’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Spartan Wealth Advisory Services LLC’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 		– Sell
-11,738
Closed -$260K – 327
2026
Q1 		$260K Buy
+11,738
New +$261K 0.02% 269

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Spartan Wealth Advisory Services LLC's IBHG Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026, closing a stake of 11,738 shares — an estimated $260K sold.

Spartan Wealth Advisory Services LLC first reported a position in IBHG in Q1 2026 and held it in 1 quarter. The position peaked at $260K in Q1 2026. 124 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Spartan Wealth Advisory Services LLC reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Spartan Wealth Advisory Services LLC sold 11,738 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $260K.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2026 and held it in 1 quarter.
  • Spartan Wealth Advisory Services LLC's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $260K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.