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Belpointe Asset Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Belpointe Asset Management’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 		$298K Buy
+11,273
New +$297K 0.01% 900

Other funds holding IBHJ

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
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return

Belpointe Asset Management's IBHJ Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q2 2026: 11,273 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings.

21 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Belpointe Asset Management held 11,273 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $298K as of Q2 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF was a new Belpointe Asset Management position in Q2 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #900 holding.
  • 21 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.