Thoroughbred Financial Services’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Thoroughbred Financial Services’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	$400K	Buy	18,144 +5,734	+46%	+$127K	0.02%	477
2026 Q1	$274K	Sell	12,410 -9,249	-43%	-$205K	0.02%	511
2025 Q4	$483K	Sell	21,659 -6,669	-24%	-$149K	0.03%	386
2025 Q3	$637K	Sell	28,328 -6,555	-19%	-$147K	0.04%	344
2025 Q2	$786K	Sell	34,883 -2,721	-7%	-$60.5K	0.05%	308
2025 Q1	$839K	Buy	37,604 +291	+0.8%	+$6.52K	0.05%	325
2024 Q4	$829K	Sell	37,313 -2,977	-7%	-$66.7K	0.05%	308
2024 Q3	$910K	Sell	40,290 -3,819	-9%	-$85.1K	0.06%	291
2024 Q2	$971K	Buy	44,109 +2,000	+5%	+$44K	0.07%	268
2024 Q1	$937K	Sell	42,109 -3,923	-9%	-$87.1K	0.09%	209
2023 Q4	$1.02M	Buy	46,032 +1,458	+3%	+$31.6K	0.08%	234
2023 Q3	$959K	Buy	44,574 +8,019	+22%	+$174K	0.09%	220
2023 Q2	$797K	Buy	36,555 +7,465	+26%	+$162K	0.1%	195
2023 Q1	$639K	Buy	29,090 +2,371	+9%	+$51.7K	0.09%	211
2022 Q4	$570K	Buy	+26,719	New	+$571K	0.09%	223

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

Thoroughbred Financial Services's IBHG Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 46% in Q2 2026, buying an estimated $127K and bringing the position to 18,144 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #477.

Thoroughbred Financial Services first reported a position in IBHG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2023. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Thoroughbred Financial Services held 18,144 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $400K as of Q2 2026.
Thoroughbred Financial Services bought 5,734 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $127K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q2 2026, its #477 holding.
Thoroughbred Financial Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2022 and has held it in 15 quarters since.
Thoroughbred Financial Services's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.02M in Q4 2023.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.