WI
IBHJ icon

WrapManager Inc’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

WrapManager Inc’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 		$814K Sell
31,043
-45
-0.1% -$1.19K 0.28% 65
2025
Q4 		$827K Sell
31,088
-6,740
-18% -$179K 0.28% 63
2025
Q3 		$1.01M Sell
37,828
-5,852
-13% -$155K 0.31% 59
2025
Q2 		$1.16M Buy
43,680
+791
+2% +$20.6K 0.28% 62
2025
Q1 		$1.12M Buy
42,889
+1,608
+4% +$42.3K 0.29% 66
2024
Q4 		$1.07M Buy
41,281
+1,320
+3% +$34.9K 0.27% 73
2024
Q3 		$1.07M Buy
39,961
+4,704
+13% +$124K 0.28% 74
2024
Q2 		$912K Buy
35,257
+1,794
+5% +$46.3K 0.25% 82
2024
Q1 		$875K Buy
33,463
+6,837
+26% +$177K 0.24% 92
2023
Q4 		$692K Buy
+26,626
New +$664K 0.2% 103

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 $4.47B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $5.7T AUM 30.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return