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 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 $1.64B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Keeler Thomas Management's IBHJ Position: Q1 2026 in Review

Keeler Thomas Management reduced its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 70% in Q1 2026, selling an estimated $1.75M and leaving 28,357 shares worth $744K. The position accounts for 0.31% of the portfolio, ranked #88.

Keeler Thomas Management first reported a position in IBHJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.52M in Q4 2025. 48 funds tracked by Wall St. Rank hold IBHJ as of Q1 2026.

Keeler Thomas Management held 28,357 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $744K as of Q1 2026.
Keeler Thomas Management sold 66,180 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2026, an estimated $1.75M.
iShares iBonds 2030 Term High Yield and Income ETF made up 0.31% of Keeler Thomas Management's portfolio in Q1 2026, its #88 holding.
Keeler Thomas Management first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2025 and has held it in 5 quarters since.
Keeler Thomas Management's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $2.52M in Q4 2025.
48 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2026.

Based on Keeler Thomas Management's 13F filing for Q1 2026, filed 12 May 2026.