SWM
IBHJ icon

Segment Wealth Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Segment Wealth 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
Q2 		$365K Buy
13,805
+880
+7% +$23.2K 0.02% 252
2026
Q1 		$339K Buy
+12,925
New +$343K 0.02% 252

Other funds holding IBHJ

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return