Amplius Wealth Advisors
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Amplius Wealth Advisors’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Amplius Wealth Advisors’s Portfolio IBHJ Stock Details IBHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$308K Buy
+12,000
New +$315K 0.02% 169

Other funds holding IBHJ

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Tableaux
Tableaux Stockbridge, Massachusetts $245M AUM 18.28% 1-Year Est. Return

Amplius Wealth Advisors's IBHJ Position: Q3 2026 in Review

Amplius Wealth Advisors opened a new position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q3 2026: 12,000 shares worth $308K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings.

16 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

  • Amplius Wealth Advisors held 12,000 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $308K as of Q3 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF was a new Amplius Wealth Advisors position in Q3 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #169 holding.
  • 16 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.