First Western Trust Bank’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.62M Buy
61,154
+42,546
+229% +$1.12M 0.08% 74
2026
Q1
$488K Buy
+18,608
New +$493K 0.02% 125

Other funds holding IBHJ

First Western Trust Bank's IBHJ Position: Q2 2026 in Review

First Western Trust Bank increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 229% in Q2 2026, buying an estimated $1.12M and bringing the position to 61,154 shares worth $1.62M. The position accounts for 0.08% of the portfolio, ranked #74.

First Western Trust Bank 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.

  • First Western Trust Bank held 61,154 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $1.62M as of Q2 2026.
  • First Western Trust Bank bought 42,546 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $1.12M.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.08% of First Western Trust Bank's portfolio in Q2 2026, its #74 holding.
  • First Western Trust Bank 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 First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.