Spire Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Spire Wealth 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 Q2	$64.4K	Buy	2,916 +9	+0.3%	+$199	﹤0.01%	1104
2026 Q1	$64.3K	Sell	2,907 -13,506	-82%	-$300K	﹤0.01%	1102
2025 Q4	$366K	Buy	16,413 +10,466	+176%	+$234K	0.01%	619
2025 Q3	$134K	Buy	+5,947	New	+$134K	﹤0.01%	903
2025 Q2	–	Sell	-27,824	Closed	-$621K	–	2464
2025 Q1	$621K	Buy	+27,824	New	+$623K	0.02%	511

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

Spire Wealth Management's IBHG Position: Q2 2026 in Review

Spire Wealth Management increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 0.31% in Q2 2026, buying an estimated $199 and bringing the position to 2,916 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Spire Wealth Management first reported a position in IBHG in Q1 2025 and has held it in 5 quarters since. The position peaked at $621K in Q1 2025. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Spire Wealth Management held 2,916 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $64.4K as of Q2 2026.
Spire Wealth Management bought 9 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $199.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1104 holding.
Spire Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2025 and has held it in 5 quarters since.
Spire Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $621K in Q1 2025.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.