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Steward Partners Investment Advisory’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$19.7K Hold
888
– – ﹤0.01% 3238
2025
Q4 		$19.8K Hold
888
– – ﹤0.01% 3146
2025
Q3 		$20K Hold
888
– – ﹤0.01% 3095
2025
Q2 		$20K Buy
+888
New +$19.8K ﹤0.01% 2923

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's IBHG Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q1 2026 at 888 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3238.

Steward Partners Investment Advisory first reported a position in IBHG in Q2 2025 and has held it in 4 quarters since. The position peaked at $20K in Q2 2025. 127 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • Steward Partners Investment Advisory held 888 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $19.7K as of Q1 2026.
  • Steward Partners Investment Advisory left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q1 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3238 holding.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $20K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.