BWM
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Bullock Wealth Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Bullock Wealth 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 		$680K Buy
25,829
+5,718
+28% +$151K 0.29% 85
2026
Q1 		$526K Buy
20,111
+5,065
+34% +$134K 0.26% 87
2025
Q4 		$400K Buy
15,046
+5,695
+61% +$151K 0.2% 106
2025
Q3 		$250K Buy
9,351
+1,061
+13% +$28.2K 0.12% 137
2025
Q2 		$219K Buy
8,290
+1,672
+25% +$43.5K 0.12% 138
2025
Q1 		$172K Buy
6,618
+4,340
+191% +$114K 0.1% 160
2024
Q4 		$59.3K Buy
+2,278
New +$60.2K 0.03% 236

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bullock Wealth Management's IBHJ Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 28% in Q2 2026, buying an estimated $151K and bringing the position to 25,829 shares worth $680K. The position accounts for 0.29% of the portfolio, ranked #85.

Bullock Wealth Management first reported a position in IBHJ in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Bullock Wealth Management held 25,829 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $680K as of Q2 2026.
  • Bullock Wealth Management bought 5,718 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $151K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.29% of Bullock Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Bullock Wealth Management 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.
  • 52 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.