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

MTM Financial 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
2026
Q2 		$487K Buy
+18,390
New +$485K 0.21% 57

Other funds holding IBHJ

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
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MTM Financial Group's IBHJ Position: Q2 2026 in Review

MTM Financial Group opened a new position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q2 2026: 18,390 shares worth $487K. The stake represents 0.21% of the portfolio and ranks #57 among its holdings.

18 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

  • MTM Financial Group held 18,390 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $487K as of Q2 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF was a new MTM Financial Group position in Q2 2026.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.21% of MTM Financial Group's portfolio in Q2 2026, its #57 holding.
  • 18 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.