IWC
IBHJ icon

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
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

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Integrated Wealth Concepts's IBHJ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 17% in Q1 2026, buying an estimated $221K and bringing the position to 58,397 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #885.

Integrated Wealth Concepts first reported a position in IBHJ in Q4 2024 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

  • Integrated Wealth Concepts held 58,397 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $1.53M as of Q1 2026.
  • Integrated Wealth Concepts bought 8,340 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $221K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #885 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 6 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.