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Wormser Freres Gestion’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Wormser Freres Gestion’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
Q3 		$216K Buy
9,916
+2,646
+36% +$58K 0.12% 38
2026
Q2 		$160K Buy
+7,270
New +$161K 0.09% 35

Other funds holding IBHG

Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Wormser Freres Gestion's IBHG Position: Q3 2026 in Review

Wormser Freres Gestion increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 36% in Q3 2026, buying an estimated $58K and bringing the position to 9,916 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #38.

Wormser Freres Gestion first reported a position in IBHG in Q2 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold IBHG as of Q3 2026.

  • Wormser Freres Gestion held 9,916 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $216K as of Q3 2026.
  • Wormser Freres Gestion bought 2,646 iShares iBonds 2027 Term High Yield and Income ETF shares in Q3 2026, an estimated $58K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.12% of Wormser Freres Gestion's portfolio in Q3 2026, its #38 holding.
  • Wormser Freres Gestion first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q3 2026.

Based on Wormser Freres Gestion's 13F filing for Q3 2026, filed 21 Oct 2026.