Keeler Thomas Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Keeler Thomas Management’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	–	Sell	-28,357	Closed	-$744K	–	143
2026 Q1	$744K	Sell	28,357 -66,180	-70%	-$1.75M	0.31%	88
2025 Q4	$2.52M	Buy	94,537 +3,714	+4%	+$98.7K	1.2%	23
2025 Q3	$2.43M	Buy	90,823 +2,091	+2%	+$55.5K	0.99%	28
2025 Q2	$2.36M	Buy	88,732 +11,913	+16%	+$310K	1.02%	22
2025 Q1	$2M	Buy	+76,819	New	+$2.02M	0.98%	32

Other funds holding IBHJ

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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 $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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Keeler Thomas Management's IBHJ Position: Q2 2026 in Review

Keeler Thomas Management sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q2 2026, closing a stake of 28,357 shares — an estimated $744K sold.

Keeler Thomas Management first reported a position in IBHJ in Q1 2025 and held it in 5 quarters. The position peaked at $2.52M in Q4 2025. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

Keeler Thomas Management reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q2 2026 after selling out during the quarter.
Keeler Thomas Management sold 28,357 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $744K.
Keeler Thomas Management first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2025 and held it in 5 quarters.
Keeler Thomas Management's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $2.52M in Q4 2025.
51 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.