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

Tempus Wealth Planning’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	$538K	Sell	24,374 -15,398	-39%	-$340K	0.11%	176
2026 Q1	$880K	Buy	39,772 +1,163	+3%	+$25.8K	0.2%	131
2025 Q4	$862K	Buy	38,609 +7,794	+25%	+$174K	0.2%	131
2025 Q3	$693K	Buy	30,815 +21,867	+244%	+$491K	0.16%	145
2025 Q2	$202K	Buy	+8,948	New	+$199K	0.05%	255

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

Tempus Wealth Planning's IBHG Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 39% in Q2 2026, selling an estimated $340K and leaving 24,374 shares worth $538K. The position accounts for 0.11% of the portfolio, ranked #176.

Tempus Wealth Planning first reported a position in IBHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $880K in Q1 2026. 134 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Tempus Wealth Planning held 24,374 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $538K as of Q2 2026.
Tempus Wealth Planning sold 15,398 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $340K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.11% of Tempus Wealth Planning's portfolio in Q2 2026, its #176 holding.
Tempus Wealth Planning first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2025 and has held it in 5 quarters since.
Tempus Wealth Planning's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $880K in Q1 2026.
134 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.