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BBJS Financial Advisors’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

BBJS Financial Advisors’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$46.8K Hold
2,000
– – 0.02% 75
2024
Q2 		$45.8K Hold
2,000
– – 0.02% 73
2024
Q1 		$46.1K Buy
+2,000
New +$45.9K 0.02% 73

Other funds holding IBHF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

BBJS Financial Advisors's IBHF Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) position steady in Q3 2024 at 2,000 shares worth $46.8K. The position accounts for 0.02% of the portfolio, ranked #75.

BBJS Financial Advisors first reported a position in IBHF in Q1 2024 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold IBHF as of Q3 2024.

  • BBJS Financial Advisors held 2,000 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $46.8K as of Q3 2024.
  • BBJS Financial Advisors left its iShares iBonds 2026 Term High Yield and Income ETF share count unchanged in Q3 2024.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #75 holding.
  • BBJS Financial Advisors first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2024 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.