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

LPL 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	$3.47M	Buy	131,069 +35,097	+37%	+$926K	﹤0.01%	3151
2026 Q1	$2.52M	Buy	95,972 +60,034	+167%	+$1.59M	﹤0.01%	3278
2025 Q4	$956K	Buy	35,938 +14,630	+69%	+$389K	﹤0.01%	4113
2025 Q3	$571K	Buy	21,308 +5,003	+31%	+$133K	﹤0.01%	4511
2025 Q2	$434K	Buy	16,305 +2,959	+22%	+$77K	﹤0.01%	4492
2025 Q1	$348K	Buy	13,346 +1,974	+17%	+$51.9K	﹤0.01%	4473
2024 Q4	$296K	Buy	11,372 +1,269	+13%	+$33.6K	﹤0.01%	4540
2024 Q3	$271K	Buy	10,103 +1,880	+23%	+$49.6K	﹤0.01%	4515
2024 Q2	$213K	Buy	+8,223	New	+$212K	﹤0.01%	4522

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

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

FWTB

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

LPL Financial's IBHJ Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 37% in Q2 2026, buying an estimated $926K and bringing the position to 131,069 shares worth $3.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

LPL Financial first reported a position in IBHJ in Q2 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

LPL Financial held 131,069 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $3.47M as of Q2 2026.
LPL Financial bought 35,097 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $926K.
iShares iBonds 2030 Term High Yield and Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3151 holding.
LPL Financial first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q2 2024 and has held it in 9 quarters since.
51 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.