LPL Financial
IBHJ icon

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
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 $1.64B 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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return