Waverly Advisors’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Waverly Advisors’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	$204K	Buy	+9,253	New	+$204K	﹤0.01%	1616

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

Waverly Advisors's IBHG Position: Q2 2026 in Review

Waverly Advisors opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2026: 9,253 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1616 among its holdings.

132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Waverly Advisors held 9,253 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $204K as of Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF was a new Waverly Advisors position in Q2 2026.
iShares iBonds 2027 Term High Yield and Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1616 holding.
132 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.