CAPTRUST Financial Advisors
IBHJ icon

CAPTRUST Financial Advisors’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$569K Buy
21,699
+133
+0.6% +$3.53K ﹤0.01% 1945
2025
Q4 		$574K Buy
21,566
+8,100
+60% +$215K ﹤0.01% 1813
2025
Q3 		$361K Buy
13,466
+208
+2% +$5.53K ﹤0.01% 2040
2025
Q2 		$353K Buy
+13,258
New +$345K ﹤0.01% 1949

Other funds holding IBHJ

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CAPTRUST Financial Advisors's IBHJ Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 0.62% in Q1 2026, buying an estimated $3.53K and bringing the position to 21,699 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

CAPTRUST Financial Advisors first reported a position in IBHJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $574K in Q4 2025. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • CAPTRUST Financial Advisors held 21,699 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $569K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 133 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $3.53K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1945 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q2 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $574K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.