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BOLTON SECURITIES CORPORATION’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$510K Buy
+23,064
New +$512K 0.02% 541

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Threadgill Financial
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Federation des caisses Desjardins du Quebec
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBHG Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q1 2026: 23,064 shares worth $510K. The stake represents 0.02% of the portfolio and ranks #541 among its holdings.

131 funds tracked by Wall St. Rank hold IBHG as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 23,064 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $510K as of Q1 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #541 holding.
  • 131 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.