IFP Advisors’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

IFP Advisors’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	$284K	Sell	10,750 -276	-3%	-$7.28K	0.01%	1315
2026 Q1	$289K	Buy	11,026 +6,254	+131%	+$166K	0.01%	1220
2025 Q4	$127K	Buy	4,772 +2,110	+79%	+$56.1K	﹤0.01%	1645
2025 Q3	$71.3K	Hold	2,662	–	–	﹤0.01%	1882
2025 Q2	$70.9K	Hold	2,662	–	–	﹤0.01%	1851
2025 Q1	$69.5K	Buy	2,662 +1,597	+150%	+$42K	﹤0.01%	1725
2024 Q4	$27.7K	Buy	+1,065	New	+$28.2K	﹤0.01%	2098

Other funds holding IBHJ

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

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

HSG

Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return

IFP Advisors's IBHJ Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 2.5% in Q2 2026, selling an estimated $7.28K and leaving 10,750 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #1315.

IFP Advisors first reported a position in IBHJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q1 2026. 18 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

IFP Advisors held 10,750 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $284K as of Q2 2026.
IFP Advisors sold 276 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $7.28K.
iShares iBonds 2030 Term High Yield and Income ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1315 holding.
IFP Advisors first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
IFP Advisors's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $289K in Q1 2026.
18 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.