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Ironwood Financial’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Ironwood Financial’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 		$1.29M Buy
+49,044
New +$1.29M 0.2% 83

Other funds holding IBHJ

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ironwood Financial's IBHJ Position: Q2 2026 in Review

Ironwood Financial opened a new position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q2 2026: 49,044 shares worth $1.29M. The stake represents 0.2% of the portfolio and ranks #83 among its holdings.

8 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • Ironwood Financial held 49,044 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $1.29M as of Q2 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF was a new Ironwood Financial position in Q2 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.2% of Ironwood Financial's portfolio in Q2 2026, its #83 holding.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.