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

Stratos Wealth Partners’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	$1.21M	Buy	54,604 +9,673	+22%	+$214K	0.01%	768
2026 Q1	$994K	Buy	44,931 +10,507	+31%	+$233K	0.01%	798
2025 Q4	$768K	Buy	34,424 +8,444	+33%	+$189K	0.01%	867
2025 Q3	$584K	Buy	25,980 +1,290	+5%	+$29K	0.01%	957
2025 Q2	$557K	Buy	24,690 +373	+2%	+$8.3K	0.01%	890
2025 Q1	$543K	Buy	+24,317	New	+$545K	0.01%	854

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

Stratos Wealth Partners's IBHG Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 22% in Q2 2026, buying an estimated $214K and bringing the position to 54,604 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #768.

Stratos Wealth Partners first reported a position in IBHG in Q1 2025 and has held it in 6 quarters since. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Stratos Wealth Partners held 54,604 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.21M as of Q2 2026.
Stratos Wealth Partners bought 9,673 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $214K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #768 holding.
Stratos Wealth Partners first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2025 and has held it in 6 quarters since.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.