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Blue Trust Inc’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Blue Trust Inc’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 		$20K Buy
755
+12
+2% +$317 ﹤0.01% 1655
2026
Q1 		$19.5K Buy
743
+8
+1% +$212 ﹤0.01% 1654
2025
Q4 		$19.5K Buy
735
+16
+2% +$425 ﹤0.01% 1685
2025
Q3 		$19.3K Buy
719
+12
+2% +$319 ﹤0.01% 1674
2025
Q2 		$18.8K Buy
707
+12
+2% +$312 ﹤0.01% 1693
2025
Q1 		$18.1K Buy
695
+8
+1% +$210 ﹤0.01% 1676
2024
Q4 		$17.9K Buy
+687
New +$18.2K ﹤0.01% 1637

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

Blue Trust Inc's IBHJ Position: Q2 2026 in Review

Blue Trust Inc increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 1.6% in Q2 2026, buying an estimated $317 and bringing the position to 755 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Blue Trust Inc first reported a position in IBHJ in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Blue Trust Inc held 755 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $20K as of Q2 2026.
  • Blue Trust Inc bought 12 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $317.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1655 holding.
  • Blue Trust Inc first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.