BFC Planning, Inc.’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

BFC Planning, Inc.’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	$783K	Buy	30,553 +7,801	+34%	+$205K	0.03%	466
2026 Q2	$602K	Buy	22,752 +3,127	+16%	+$82.5K	0.02%	543
2026 Q1	$515K	Buy	19,625 +1,475	+8%	+$39.1K	0.02%	561
2025 Q4	$483K	Buy	18,150 +147	+0.8%	+$3.91K	0.02%	562
2025 Q3	$482K	Buy	18,003 +5,094	+39%	+$135K	0.03%	395
2025 Q2	$344K	Buy	12,909 +111	+0.9%	+$2.89K	0.03%	450
2025 Q1	$334K	Buy	12,798 +475	+4%	+$12.5K	0.03%	437
2024 Q4	$321K	Buy	12,323 +2,176	+21%	+$57.6K	0.03%	450
2024 Q3	$273K	Buy	+10,147	New	+$268K	0.02%	510

Other funds holding IBHJ

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

WrapManager Inc Mill Valley, California $329M AUM 14.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

BFC Planning, Inc.'s IBHJ Position: Q3 2026 in Review

BFC Planning, Inc. increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 34% in Q3 2026, buying an estimated $205K and bringing the position to 30,553 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #466.

BFC Planning, Inc. first reported a position in IBHJ in Q3 2024 and has held it in 9 quarters since. 45 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

BFC Planning, Inc. held 30,553 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $783K as of Q3 2026.
BFC Planning, Inc. bought 7,801 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $205K.
iShares iBonds 2030 Term High Yield and Income ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #466 holding.
BFC Planning, Inc. first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q3 2024 and has held it in 9 quarters since.
45 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.