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

Clearstead 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
2025
Q4 		– Sell
-154
Closed -$4.13K – 2983
2025
Q3 		$4.13K Buy
+154
New +$4.09K ﹤0.01% 2229

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
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors's IBHJ Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q4 2025, closing a stake of 154 shares — an estimated $4.13K sold.

Clearstead Advisors first reported a position in IBHJ in Q3 2025 and held it in 1 quarter. The position peaked at $4.13K in Q3 2025. 38 funds tracked by Wall St. Rank hold IBHJ as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 154 iShares iBonds 2030 Term High Yield and Income ETF shares in Q4 2025, an estimated $4.13K.
  • Clearstead Advisors first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $4.13K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.