Wells Fargo
IBHG icon

Wells Fargo’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Wells Fargo’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
Q1 		$17.7M Sell
799,691
-22,261
-3% -$495K ﹤0.01% 1600
2025
Q4 		$18.3M Buy
821,952
+246,310
+43% +$5.51M ﹤0.01% 1558
2025
Q3 		$12.9M Buy
575,642
+84,180
+17% +$1.89M ﹤0.01% 1788
2025
Q2 		$11.1M Buy
491,462
+2,150
+0.4% +$47.8K ﹤0.01% 1825
2025
Q1 		$10.9M Buy
489,312
+440,468
+902% +$9.87M ﹤0.01% 1792
2024
Q4 		$1.09M Buy
48,844
+13,061
+37% +$292K ﹤0.01% 3649
2024
Q3 		$809K Sell
35,783
-2,767
-7% -$61.6K ﹤0.01% 3682
2024
Q2 		$849K Buy
38,550
+11,826
+44% +$260K ﹤0.01% 3597
2024
Q1 		$595K Buy
26,724
+9,858
+58% +$219K ﹤0.01% 3774
2023
Q4 		$375K Buy
16,866
+2,609
+18% +$56.5K ﹤0.01% 4054
2023
Q3 		$307K Buy
14,257
+1,000
+8% +$21.7K ﹤0.01% 4081
2023
Q2 		$289K Hold
13,257
– – ﹤0.01% 4350
2023
Q1 		$291K Buy
13,257
+9,603
+263% +$210K ﹤0.01% 4204
2022
Q4 		$78.1K Buy
3,654
+143
+4% +$3.06K ﹤0.01% 4665
2022
Q3 		$73K Hold
3,511
– – ﹤0.01% 4766
2022
Q2 		$74K Buy
3,511
+1,972
+128% +$44.2K ﹤0.01% 4828
2022
Q1 		$37K Hold
1,539
– – ﹤0.01% 5788
2021
Q4 		$38K Buy
+1,539
New +$38.1K ﹤0.01% 6092

Other funds holding IBHG

LIA
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return