Commonwealth Equity Services’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Commonwealth Equity Services’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	$551K	Sell	21,000 -36,344	-63%	-$964K	﹤0.01%	3131
2025 Q4	$1.53M	Buy	57,344 +2,959	+5%	+$78.6K	﹤0.01%	2216
2025 Q3	$1.46M	Buy	54,385 +418	+0.8%	+$11.1K	﹤0.01%	2276
2025 Q2	$1.44M	Sell	53,967 -2,206	-4%	-$57.4K	﹤0.01%	2273
2025 Q1	$1.47M	Buy	56,173 +3,000	+6%	+$78.9K	﹤0.01%	2160
2024 Q4	$1.38M	Buy	53,173 +4,761	+10%	+$126K	﹤0.01%	2149
2024 Q3	$1.3M	Buy	48,412 +33,658	+228%	+$888K	﹤0.01%	2136
2024 Q2	$381K	Buy	14,754 +6,623	+81%	+$171K	﹤0.01%	3079
2024 Q1	$213K	Buy	+8,131	New	+$211K	﹤0.01%	3570

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 $4.48B AUM 19.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services's IBHJ Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 63% in Q1 2026, selling an estimated $964K and leaving 21,000 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

Commonwealth Equity Services first reported a position in IBHJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2025. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

Commonwealth Equity Services held 21,000 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $551K as of Q1 2026.
Commonwealth Equity Services sold 36,344 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $964K.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3131 holding.
Commonwealth Equity Services first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $1.53M 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 Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.