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BOLTON SECURITIES CORPORATION’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio IBHK Stock Details IBHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.8K Buy
+975
New +$25.2K ﹤0.01% 1403

Other funds holding IBHK

LBMC Investment Advisors
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Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Keeler Thomas Management
Keeler Thomas Management Orem, Utah $256M AUM 13.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WrapManager Inc
WrapManager Inc Mill Valley, California $329M AUM 14.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFCFSI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBHK Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares iBonds 2031 Term High Yield and Income ETF (IBHK) in Q1 2026: 975 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #1403 among its holdings.

37 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 975 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $24.8K as of Q1 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares iBonds 2031 Term High Yield and Income ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1403 holding.
  • 37 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.