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 Q2	$2.6M	Buy	98,247 +8,450	+9%	+$223K	﹤0.01%	4023
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 $1.85B AUM 20.23% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Bank of America's IBHJ Position: Q2 2026 in Review

Bank of America increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 9.4% in Q2 2026, buying an estimated $223K and bringing the position to 98,247 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4023.

Bank of America first reported a position in IBHJ in Q1 2024 and has held it in 10 quarters since. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

Bank of America held 98,247 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $2.6M as of Q2 2026.
Bank of America bought 8,450 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $223K.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #4023 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 10 quarters since.
51 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.