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Chicago Partners Investment Group’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Chicago Partners Investment Group’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 		$5.25M Buy
200,057
+10,553
+6% +$278K 0.1% 166
2026
Q1 		$5.03M Buy
+189,504
New +$5.02M 0.11% 162

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
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
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Chicago Partners Investment Group's IBHJ Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 5.6% in Q2 2026, buying an estimated $278K and bringing the position to 200,057 shares worth $5.25M. The position accounts for 0.1% of the portfolio, ranked #166.

Chicago Partners Investment Group first reported a position in IBHJ in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Chicago Partners Investment Group held 200,057 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $5.25M as of Q2 2026.
  • Chicago Partners Investment Group bought 10,553 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $278K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #166 holding.
  • Chicago Partners Investment Group first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.