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

Walser Wealth Management’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	$1.67M	Buy	75,618 +25,780	+52%	+$569K	0.69%	31
2026 Q1	$1.1M	Buy	49,838 +31,283	+169%	+$695K	0.5%	40
2025 Q4	$414K	Buy	+18,555	New	+$415K	0.22%	77

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

Walser Wealth Management's IBHG Position: Q2 2026 in Review

Walser Wealth Management increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 52% in Q2 2026, buying an estimated $569K and bringing the position to 75,618 shares worth $1.67M. The position accounts for 0.69% of the portfolio, ranked #31.

Walser Wealth Management first reported a position in IBHG in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Walser Wealth Management held 75,618 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $1.67M as of Q2 2026.
Walser Wealth Management bought 25,780 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $569K.
iShares iBonds 2027 Term High Yield and Income ETF made up 0.69% of Walser Wealth Management's portfolio in Q2 2026, its #31 holding.
Walser Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2025 and has held it in 3 quarters since.
132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.