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

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return