IBHJ — ISHRS IBDS 2030 HY & INC ETF
As of Q2 2026, 4 SEC-registered investment managers reported holding IBHJ (ISHRS IBDS 2030 HY & INC ETF) in their latest 13F filings, with a combined reported value of $9.18M across 347.01K shares. That is +51.2% by share count (+117.56K shares) versus the previous quarter, while reported value moved +52.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 163.93K | $4.34M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 98.25K | $2.60M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 73.57K | $1.95M | 0.00% | Add |
| UBS Group AG history | Q4 2025 | 48.09K | $1.28M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 11.26K | $298.10K | 0.00% | Add |
| JPMorgan Chase & Co history | Q1 2025 | 1.00K | $26.09K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q1 2026 | 9 | $232 | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Fidelity Management & Research (FMR) sold 9 sh · $232
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | 30.05K | 30.04K | 45.06K | 60.08K | 163.93K |
| Bank of America Corp | — | 1.30K | 5.84K | 1.03K | 8.02K | 37.41K | 43.39K | 63.43K | 67.64K | 89.80K | 98.25K |
| Morgan Stanley | — | — | 578 | 578 | 47.91K | 47.91K | 47.91K | 49.82K | 53.61K | 69.04K | 73.57K |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | 10.53K | 11.26K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | 9 | — |
| UBS Group AG | 147 | — | — | — | 124 | 67 | — | — | 48.09K | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | 1.00K | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details