Barrett & Company’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Barrett & Company’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	$70.3K	Hold	2,740	–	–	0.02%	265
2026 Q2	$72.5K	Hold	2,740	–	–	0.02%	279
2026 Q1	$71.8K	Hold	2,740	–	–	0.02%	250
2025 Q4	$72.9K	Buy	2,740 +1,000	+57%	+$26.6K	0.02%	250
2025 Q3	$46.6K	Hold	1,740	–	–	0.02%	307
2025 Q2	$46.4K	Buy	+1,740	New	+$45.3K	0.02%	306

Other funds holding IBHJ

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

WrapManager Inc Mill Valley, California $329M AUM 14.33% 1-Year Est. Return

Barrett & Company's IBHJ Position: Q3 2026 in Review

Barrett & Company held its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) position steady in Q3 2026 at 2,740 shares worth $70.3K. The position accounts for 0.02% of the portfolio, ranked #265.

Barrett & Company first reported a position in IBHJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $72.9K in Q4 2025. 45 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

Barrett & Company held 2,740 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $70.3K as of Q3 2026.
Barrett & Company left its iShares iBonds 2030 Term High Yield and Income ETF share count unchanged in Q3 2026.
iShares iBonds 2030 Term High Yield and Income ETF made up 0.02% of Barrett & Company's portfolio in Q3 2026, its #265 holding.
Barrett & Company first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q2 2025 and has held it in 6 quarters since.
Barrett & Company's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $72.9K in Q4 2025.
45 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.