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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
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

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 $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374M AUM 22.6% 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

Barrett & Company's IBHJ Position: Q1 2026 in Review

Barrett & Company held its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) position steady in Q1 2026 at 2,740 shares worth $71.8K. The position accounts for 0.02% of the portfolio, ranked #250.

Barrett & Company first reported a position in IBHJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $72.9K in Q4 2025. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Barrett & Company held 2,740 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $71.8K as of Q1 2026.
  • Barrett & Company left its iShares iBonds 2030 Term High Yield and Income ETF share count unchanged in Q1 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #250 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 4 quarters since.
  • Barrett & Company's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $72.9K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.