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

Threadgill Financial’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 		– Sell
-962,629
Closed -$21.3M – 41
2026
Q1 		$21.3M Buy
962,629
+949,208
+7,073% +$21.1M 6.19% 6
2025
Q4 		$861K Buy
+13,421
New +$300K 0.35% 31

Other funds holding IBHG

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
BFS
BridgePort Financial Solutions Fairfield, Iowa $393M AUM 22.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return

Threadgill Financial's IBHG Position: Q2 2026 in Review

Threadgill Financial sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026, closing a stake of 962,629 shares — an estimated $21.3M sold.

Threadgill Financial first reported a position in IBHG in Q4 2025 and held it in 2 quarters. The position peaked at $21.3M in Q1 2026. 31 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Threadgill Financial reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Threadgill Financial sold 962,629 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $21.3M.
  • Threadgill Financial first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and held it in 2 quarters.
  • Threadgill Financial's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $21.3M in Q1 2026.
  • 31 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Threadgill Financial's 13F filing for Q2 2026, filed 8 Jul 2026.