GAMMA Investing’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

GAMMA Investing’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	$1.69K	Buy	66 +41	+164%	+$1.08K	﹤0.01%	3986
2026 Q2	$662	Hold	25	–	–	﹤0.01%	3942
2026 Q1	$656	Buy	+25	New	+$663	﹤0.01%	3904
2024 Q3	–	Sell	-4,565	Closed	-$118K	–	3617
2024 Q2	$118K	Buy	4,565 +4,288	+1,548%	+$111K	0.02%	693
2024 Q1	$7.24K	Buy	+277	New	+$7.19K	﹤0.01%	2228

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

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

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

BWM

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

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

GAMMA Investing's IBHJ Position: Q3 2026 in Review

GAMMA Investing increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 164% in Q3 2026, buying an estimated $1.08K and bringing the position to 66 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3986.

GAMMA Investing first reported a position in IBHJ in Q1 2024 and has held it in 5 quarters since. The position peaked at $118K in Q2 2024. 20 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

GAMMA Investing held 66 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $1.69K as of Q3 2026.
GAMMA Investing bought 41 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $1.08K.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3986 holding.
GAMMA Investing first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2024 and has held it in 5 quarters since.
GAMMA Investing's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $118K in Q2 2024.
20 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.