Avion Wealth Ishares Tr Ibonds 2027 Term Hi Transaction History

Avion Wealth

$477 Million
Q4 2025

A detailed history of Avion Wealth transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Avion Wealth holds 1,614 shares of IBHG stock, worth $35,992. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,614

Holding current value

$35,992

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$22.27 - $22.52 $35,943 - $36,347	1,614 New	1,614 $36,000

Others Institutions Holding IBHG

# of Institutions

105

Shares Held

10.3M

Call Options Held

Put Options Held

Lbmc Investment Advisors, LLC

1.46M
Shares

$32.5 Million
2.15% of portfolio
Northwestern Mutual Wealth Management CO

821K
Shares

$18.3 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

741K
Shares

$16.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

688K
Shares

$15.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

576K
Shares

$12.8 Million
0.0% of portfolio

View Full List

About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

More about IBHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account