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 Q3	$19.7K	Buy	768 +13	+2%	+$341	﹤0.01%	1518
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 $198M AUM 15.97% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc's IBHJ Position: Q3 2026 in Review

Blue Trust Inc increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 1.7% in Q3 2026, buying an estimated $341 and bringing the position to 768 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Blue Trust Inc first reported a position in IBHJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $20K in Q2 2026. 8 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

Blue Trust Inc held 768 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $19.7K as of Q3 2026.
Blue Trust Inc bought 13 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $341.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1518 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 8 quarters since.
Blue Trust Inc's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $20K in Q2 2026.
8 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.