IBHG — ISHARES IBONDS 2027 HY INC
As of Q2 2026, 8 SEC-registered investment managers reported holding IBHG (ISHARES IBONDS 2027 HY INC) in their latest 13F filings, with a combined reported value of $74.78M across 3.39M shares. That is +61.5% by share count (+1.29M shares) versus the previous quarter, while reported value moved +61.1%. Ownership is concentrated: the five largest holders account for 99.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 5 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| UBS Group AG history | Q2 2026 | 1.81M | $39.90M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 810.42K | $17.89M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 281.07K | $6.21M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 259.33K | $5.73M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 196.43K | $4.34M | 0.00% | Add |
| JPMorgan Chase & Co history | Q3 2025 | 34.33K | $772.08K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 18.41K | $406.45K | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 13.97K | $308.54K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 41 | $900 | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 409 | 299 | — | 329 | 512 | — | 765 | — | — | — | — | 280 | 280 | 22.66K | 70.94K | 28.07K | 26.80K | 210.51K | 334.89K | 1.81M |
| Wells Fargo & Co | — | 1.54K | 1.54K | 3.51K | 3.51K | 3.65K | 13.26K | 13.26K | 14.26K | 16.87K | 26.72K | 38.55K | 35.78K | 48.84K | 489.31K | 491.46K | 575.64K | 821.95K | 799.69K | 810.42K |
| Morgan Stanley | — | — | — | 1 | 2.82K | 5.45K | 6.61K | 14.85K | 12.89K | 42.54K | 91.52K | 107.33K | 136.92K | 145.33K | 153.28K | 239.38K | 221.33K | 192.29K | 217.17K | 281.07K |
| Bank of America Corp | — | — | — | — | — | 1.23K | 20.06K | 21.90K | 47.13K | 107.51K | 127.52K | 117.84K | 143.69K | 188.31K | 217.31K | 219.59K | 236.18K | 249.37K | 248.89K | 259.33K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.85K | 35.70K | 35.54K | 35.50K | 53.25K | 71.00K | 196.43K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.48K | — | 23.63K | 18.41K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 400.71K | 13.97K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | 7 | — | 65 | 53 | 74 | 1.03K | 41 |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | 16.26K | 5.23K | 7.36K | 2.63K | 2.08K | 34.33K | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details