Simplex Trading
IBHJ icon

Simplex Trading’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Simplex Trading’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 		$7.08M Buy
75,000
+52,900
+239% +$1.4M ﹤0.01% 872
2025
Q4 		$2.17M Buy
22,100
+16,000
+262% +$425K ﹤0.01% 1913
2025
Q3 		$531K Buy
6,100
+800
+15% +$21.3K ﹤0.01% 3743
2025
Q2 		$369K Buy
5,300
+4,800
+960% +$125K ﹤0.01% 3838
2025
Q1 		$6K Sell
500
-2,400
-83% -$63.1K ﹤0.01% 7445
2024
Q4 		$28K Sell
2,900
-4,300
-60% -$114K ﹤0.01% 6416
2024
Q3 		$85K Buy
+7,200
New +$190K ﹤0.01% 5396
2024
Q2 		– Sell
-500
Closed -$5K – 9230
2024
Q1 		$5K Sell
500
-2,000
-80% -$51.9K ﹤0.01% 8001
2023
Q4 		$91K Buy
+2,500
New +$62.4K ﹤0.01% 5479

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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