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

Wealth Enhancement Advisory 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	$238K	Hold	10,851	–	–	﹤0.01%	3426
2026 Q1	$239K	Hold	10,851	–	–	﹤0.01%	2989
2025 Q4	$242K	Hold	10,851	–	–	﹤0.01%	3111
2025 Q3	$243K	Hold	10,851	–	–	﹤0.01%	2964
2025 Q2	$243K	Hold	10,851	–	–	﹤0.01%	2823
2025 Q1	$242K	Hold	10,851	–	–	﹤0.01%	2593
2024 Q4	$241K	Buy	10,851 +380	+4%	+$8.51K	﹤0.01%	2558
2024 Q3	$237K	Hold	10,471	–	–	﹤0.01%	2340
2024 Q2	$231K	Hold	10,471	–	–	﹤0.01%	2185
2024 Q1	$233K	Hold	10,471	–	–	﹤0.01%	2092
2023 Q4	$233K	Buy	+10,471	New	+$227K	﹤0.01%	2009

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

Wealth Enhancement Advisory Services's IBHG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) position steady in Q2 2026 at 10,851 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Wealth Enhancement Advisory Services first reported a position in IBHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $243K in Q2 2025. 133 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

Wealth Enhancement Advisory Services held 10,851 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $238K as of Q2 2026.
Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3426 holding.
Wealth Enhancement Advisory Services first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $243K 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.