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Van Hulzen Asset Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-902
Closed -$23.5K – 654
2024
Q4 		$23.5K Buy
+902
New +$23.9K ﹤0.01% 654

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Van Hulzen Asset Management's IBHJ Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) in Q1 2025, closing a stake of 902 shares — an estimated $23.5K sold.

Van Hulzen Asset Management first reported a position in IBHJ in Q4 2024 and held it in 1 quarter. The position peaked at $23.5K in Q4 2024. 20 funds tracked by Wall St. Rank hold IBHJ as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares iBonds 2030 Term High Yield and Income ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 902 iShares iBonds 2030 Term High Yield and Income ETF shares in Q1 2025, an estimated $23.5K.
  • Van Hulzen Asset Management first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares iBonds 2030 Term High Yield and Income ETF position peaked at $23.5K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.