M3 Advisory Group’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

M3 Advisory Group’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
2025 Q4	–	Sell	-7,475	Closed	-$200K	–	150
2025 Q3	$200K	Buy	+7,475	New	+$199K	0.13%	152
2024 Q4	–	Sell	-7,675	Closed	-$206K	–	154
2024 Q3	$206K	Buy	+7,675	New	+$202K	0.15%	144
2024 Q2	–	Sell	-7,675	Closed	-$201K	–	139
2024 Q1	$201K	Buy	+7,675	New	+$199K	0.18%	130

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

KTM

Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IWC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M3 Advisory Group's IBHJ Position: Q4 2025 in Review

M3 Advisory Group sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q4 2025, closing a stake of 7,475 shares — an estimated $200K sold.

M3 Advisory Group first reported a position in IBHJ in Q1 2024 and held it in 3 quarters. The position peaked at $206K in Q3 2024. 38 funds tracked by Wall St. Rank hold IBHJ as of Q4 2025.

M3 Advisory Group reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
M3 Advisory Group sold 7,475 iShares iBonds 2030 Term High Yield and Income ETF shares in Q4 2025, an estimated $200K.
M3 Advisory Group first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2024 and held it in 3 quarters.
M3 Advisory Group's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $206K in Q3 2024.
38 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q4 2025.

Based on M3 Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.