FAL
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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
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

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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 $1.89T AUM 35.08% 1-Year Est. Return

Focused Alpha LLC's IBHJ Position: Q2 2026 in Review

Focused Alpha LLC increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 1.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 24,337 shares worth $644K. The position accounts for 0.17% of the portfolio, ranked #120.

Focused Alpha LLC first reported a position in IBHJ in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Focused Alpha LLC held 24,337 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $644K as of Q2 2026.
  • Focused Alpha LLC bought 396 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $10.4K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.17% of Focused Alpha LLC's portfolio in Q2 2026, its #120 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 3 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 Focused Alpha LLC's 13F filing for Q2 2026, filed 7 Aug 2026.