Mutual Advisors, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Mutual Advisors, LLC

$4.2 Billion
Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Mutual Advisors, LLC holds 335,264 shares of IBHG stock, worth $7.48 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

335,264

Previous 299,434 11.97%

Holding current value

$7.48 Million

Previous $6.75 Million 11.72%

% of portfolio

0.18%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$22.38 - $22.53 $801,875 - $807,249	35,830 Added 11.97%	335,264 $7.54 Million
Q2 2025 Jul 28, 2025	BUY	$21.56 - $22.54 $109,373 - $114,345	5,073 Added 1.72%	299,434 $6.75 Million
Q1 2025 Apr 28, 2025	BUY	$22.21 - $22.56 $653,262 - $663,557	29,413 Added 11.1%	294,361 $6.57 Million
Q4 2024 Jan 17, 2025	BUY	$22.11 - $22.54 $5.65 Million - $5.76 Million	255,404 Added 2676.07%	264,948 $5.89 Million
Q3 2024 Oct 25, 2024	SELL	$21.89 - $22.6 $112,076 - $115,712	-5,120 Reduced 34.92%	9,544 $215,000

Q2 2024 Jul 30, 2024	BUY	$21.73 - $22.12 $40,874 - $41,607	1,881 Added 14.71%	14,664 $323,000
Q1 2024 May 02, 2024	BUY	$22.0 - $22.38 $281,226 - $286,083	12,783 New	12,783 $284,000

Others Institutions Holding IBHG

# of Institutions

100

Shares Held

9.82M

Call Options Held

Put Options Held

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 Mutual Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History