Integrated Wealth Concepts’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Integrated Wealth Concepts’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	$1.96M	Buy	73,955 +15,558	+27%	+$411K	0.01%	853
2026 Q1	$1.53M	Buy	58,397 +8,340	+17%	+$221K	0.01%	885
2025 Q4	$1.33M	Buy	50,057 +12,096	+32%	+$321K	0.02%	660
2025 Q3	$1.02M	Buy	37,961 +3,158	+9%	+$83.9K	0.01%	970
2025 Q2	$927K	Buy	34,803 +5,547	+19%	+$144K	0.01%	966
2025 Q1	$763K	Buy	29,256 +4,022	+16%	+$106K	0.01%	949
2024 Q4	$657K	Buy	+25,234	New	+$667K	0.01%	1003

Other funds holding IBHJ

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

MSRI

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

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Integrated Wealth Concepts's IBHJ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 27% in Q2 2026, buying an estimated $411K and bringing the position to 73,955 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #853.

Integrated Wealth Concepts first reported a position in IBHJ in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

Integrated Wealth Concepts held 73,955 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $1.96M as of Q2 2026.
Integrated Wealth Concepts bought 15,558 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $411K.
iShares iBonds 2030 Term High Yield and Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #853 holding.
Integrated Wealth Concepts 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.
52 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.