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BOLTON SECURITIES CORPORATION’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$592K Buy
23,104
+9,915
+75% +$260K 0.02% 556
2026
Q2 		$349K Buy
13,189
+3,635
+38% +$95.9K 0.01% 711
2026
Q1 		$251K Buy
+9,554
New +$253K 0.01% 747

Other funds holding IBHJ

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return
WrapManager Inc
WrapManager Inc Mill Valley, California $329M AUM 14.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBHJ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 75% in Q3 2026, buying an estimated $260K and bringing the position to 23,104 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #556.

BOLTON SECURITIES CORPORATION first reported a position in IBHJ in Q1 2026 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold IBHJ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 23,104 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $592K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 9,915 iShares iBonds 2030 Term High Yield and Income ETF shares in Q3 2026, an estimated $260K.
  • iShares iBonds 2030 Term High Yield and Income ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #556 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares iBonds 2030 Term High Yield and Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.