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

VSM Wealth 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 Q2	$8.79K	Hold	398	–	–	﹤0.01%	374
2026 Q1	$8.81K	Hold	398	–	–	﹤0.01%	376
2025 Q4	$8.88K	Hold	398	–	–	﹤0.01%	341
2025 Q3	$8.95K	Hold	398	–	–	﹤0.01%	348
2025 Q2	$8.97K	Hold	398	–	–	﹤0.01%	387
2025 Q1	$8.88K	Hold	398	–	–	﹤0.01%	363
2024 Q4	$8.85K	Buy	+398	New	+$8.91K	﹤0.01%	357

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

VSM Wealth Advisory's IBHG Position: Q2 2026 in Review

VSM Wealth Advisory held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q2 2026 at 398 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

VSM Wealth Advisory first reported a position in IBHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.97K in Q2 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

VSM Wealth Advisory held 398 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $8.79K as of Q2 2026.
VSM Wealth Advisory left its iShares iBonds 2027 Term High Yield and Income ETF share count unchanged in Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #374 holding.
VSM Wealth Advisory first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $8.97K in Q2 2025.
133 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.