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 Q3	$278K	Buy	10,844 +94	+0.9%	+$2.47K	﹤0.01%	1340
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

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

IFP Advisors's IBHJ Position: Q3 2026 in Review

IFP Advisors increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 0.87% in Q3 2026, buying an estimated $2.47K and bringing the position to 10,844 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

IFP Advisors first reported a position in IBHJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $289K in Q1 2026. 20 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

IFP Advisors held 10,844 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $278K as of Q3 2026.
IFP Advisors bought 94 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $2.47K.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1340 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 8 quarters since.
IFP Advisors's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $289K in Q1 2026.
20 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.