Public ownership evidence

iShares iBonds 2027 Term High Yield and Income ETF (IBHG) Ownership Disclosures

Read IBHG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares iBonds 2027 Term High Yield and Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bullock Wealth Management Group
Report period
2026-06-30
Available
2026-08-20
Reported shares
30,606
Value (USD)
$672,417
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002067581-26-000001
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBHG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBHG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Bullock Wealth Management Group2026-06-302026-08-2030,606$672,417None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2019,035$420,302None
Beacon Pointe Advisors, LLC2026-06-302026-08-1918,046$398,449None
Orion Capital Management LLC2026-06-302026-08-1915,067$332,679None
Pure Financial Advisors, LLC2026-06-302026-08-1813,106$289,380None
Equitable Holdings, Inc.2026-06-302026-08-1813,970$308,467None
10Elms LLP2026-06-302026-08-157,554$166,792None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15782,170$17,254,670None
Mutual Advisors, LLC2026-06-302026-08-159,983$220,417None
Wick Capital Partners, LLC2026-06-302026-08-1511,377$251,204None
NFSG Corp2026-06-302026-08-151,580$34,886None
Foundations Investment Advisors, LLC2026-06-302026-08-1580,213$1,771,096None
IFG Advisory, LLC2026-06-302026-08-152,492$55,024None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,589$167,562None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,022$1,060,470None
JANE STREET GROUP, LLC2026-06-302026-08-15133,778$2,953,818None
OLD MISSION CAPITAL LLC2026-06-302026-08-1586,920$1,919,193None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1523$508None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15788$17,399None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15147$3,246None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1590$1,987None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1515$331None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15445$9,826None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1511$243None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,950$43,056None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15233$5,145None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1550$1,104None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1571$1,568None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15438$9,671None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15124$2,738None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15534$11,791None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$155None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15450$9,936None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,161$47,715None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15284$6,271None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15135$2,981None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154,523$99,868None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1519$420None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1520$442None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$177None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-159$199None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,135$25,061None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1512$265None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15352$7,772None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15618$13,645None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15322$7,110None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15366$8,081None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1553$1,170None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15728$16,074None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,500$33,120None

90-day public filing window, up to 50 source positions.

Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Pure Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗10Elms LLP ↗Federation des caisses Desjardins du Quebec ↗Mutual Advisors, LLC ↗Wick Capital Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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