BWM
IBHJ icon

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
New +$682K 0.29% 85

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 $200M AUM 26.3% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 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 opened a new position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q2 2026: 25,829 shares worth $680K. The stake represents 0.29% of the portfolio and ranks #85 among its holdings.

51 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.
  • iShares iBonds 2030 Term High Yield and Income ETF was a new Bullock Wealth Management position in Q2 2026.
  • 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.
  • 51 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.