Bank of America
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Bank of America’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Bank of America’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
Q1 		$2.35M Buy
89,797
+22,160
+33% +$588K ﹤0.01% 4005
2025
Q4 		$1.8M Buy
67,637
+4,211
+7% +$112K ﹤0.01% 4147
2025
Q3 		$1.7M Buy
63,426
+20,033
+46% +$532K ﹤0.01% 4951
2025
Q2 		$1.16M Buy
43,393
+5,979
+16% +$156K ﹤0.01% 5202
2025
Q1 		$976K Buy
37,414
+29,391
+366% +$773K ﹤0.01% 5238
2024
Q4 		$209K Buy
8,023
+1,050
+15% +$27.8K ﹤0.01% 6098
2024
Q3 		$187K Buy
6,973
+1,132
+19% +$29.9K ﹤0.01% 6033
2024
Q2 		$151K Buy
5,841
+2,451
+72% +$63.2K ﹤0.01% 6044
2024
Q1 		$88.6K Buy
+3,390
New +$88K ﹤0.01% 6296

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Bank of America's IBHJ Position: Q1 2026 in Review

Bank of America increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 33% in Q1 2026, buying an estimated $588K and bringing the position to 89,797 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #4005.

Bank of America first reported a position in IBHJ in Q1 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Bank of America held 89,797 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $2.35M as of Q1 2026.
  • Bank of America bought 22,160 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $588K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4005 holding.
  • Bank of America first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2024 and has held it in 9 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.