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Focused Alpha LLC’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Focused Alpha LLC’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
Q3 		$756K Buy
29,493
+5,156
+21% +$135K 0.19% 102
2026
Q2 		$644K Buy
24,337
+396
+2% +$10.4K 0.17% 120
2026
Q1 		$628K Buy
23,941
+8,765
+58% +$232K 0.19% 109
2025
Q4 		$404K Buy
+15,176
New +$403K 0.12% 165

Other funds holding IBHJ

MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CTWM
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

Focused Alpha LLC's IBHJ Position: Q3 2026 in Review

Focused Alpha LLC increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 21% in Q3 2026, buying an estimated $135K and bringing the position to 29,493 shares worth $756K. The position accounts for 0.19% of the portfolio, ranked #102.

Focused Alpha LLC first reported a position in IBHJ in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

  • Focused Alpha LLC held 29,493 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $756K as of Q3 2026.
  • Focused Alpha LLC bought 5,156 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $135K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.19% of Focused Alpha LLC's portfolio in Q3 2026, its #102 holding.
  • Focused Alpha LLC first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on Focused Alpha LLC's 13F filing for Q3 2026, filed 20 Oct 2026.