FCH
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Freestone Capital Holdings’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Freestone Capital Holdings’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 		$350K Sell
13,335
-4,920
-27% -$130K 0.01% 413
2025
Q4 		$486K Buy
18,255
+1,220
+7% +$32.4K 0.01% 347
2025
Q3 		$457K Buy
+17,035
New +$453K 0.01% 365

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
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 $374M AUM 22.6% 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

Freestone Capital Holdings's IBHJ Position: Q1 2026 in Review

Freestone Capital Holdings reduced its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 27% in Q1 2026, selling an estimated $130K and leaving 13,335 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #413.

Freestone Capital Holdings first reported a position in IBHJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $486K in Q4 2025. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Freestone Capital Holdings held 13,335 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $350K as of Q1 2026.
  • Freestone Capital Holdings sold 4,920 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $130K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #413 holding.
  • Freestone Capital Holdings first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Freestone Capital Holdings's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $486K 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 Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.