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

Ellis Investment Partners’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 		$248K Buy
9,444
+1,079
+13% +$28.6K 0.04% 231
2025
Q4 		$223K Buy
+8,365
New +$222K 0.04% 229

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

Ellis Investment Partners's IBHJ Position: Q1 2026 in Review

Ellis Investment Partners increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 13% in Q1 2026, buying an estimated $28.6K and bringing the position to 9,444 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #231.

Ellis Investment Partners first reported a position in IBHJ in Q4 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Ellis Investment Partners held 9,444 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $248K as of Q1 2026.
  • Ellis Investment Partners bought 1,079 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $28.6K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.04% of Ellis Investment Partners's portfolio in Q1 2026, its #231 holding.
  • Ellis Investment Partners first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on Ellis Investment Partners's 13F filing for Q1 2026, filed 12 May 2026.