Public ownership evidence

iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) Ownership Disclosures

Read IBHJ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares iBonds 2030 Term High Yield and Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bullock Wealth Management Group
Report period
2026-06-30
Available
2026-08-20
Reported shares
25,829
Value (USD)
$679,691
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002067581-26-000001
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBHJ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBHJ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Bullock Wealth Management Group2026-06-302026-08-2025,829$679,691None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2091,670$2,426,047None
Orion Capital Management LLC2026-06-302026-08-195,000$132,325None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,294$34,246None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,469$250,653None
JANE STREET GROUP, LLC2026-06-302026-08-1520,360$538,827None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1586$2,276None
ROYAL BANK OF CANADA2026-06-302026-08-151,257$33,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,077$134,000None
ROYAL BANK OF CANADA2026-06-302026-08-154,595$122,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,009$133,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,638$122,745None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1514,581$385,886None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,050$54,253None
WELLS FARGO & COMPANY/MN2026-06-302026-08-159,214$243,849None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1524,561$650,007None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1573,686$1,950,104None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1421,699$574,264None
MORGAN STANLEY2026-06-302026-08-1473,573$1,947,109None
Integrated Wealth Concepts LLC2026-06-302026-08-1375,088$1,987,212None
Cetera Investment Advisers2026-06-302026-08-1316,858$446,153None
NewEdge Advisors, LLC2026-06-302026-08-131,119$29,614None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1360$1,588None
STIFEL FINANCIAL CORP2026-06-302026-08-137,620$201,663None
Stockman Wealth Management, Inc.2026-06-302026-08-1211,060$292,703None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1291,670$2,426,047None
LBMC INVESTMENT ADVISORS, LLC2026-06-302026-08-111,189,960$31,492,290None
BlackRock, Inc.2026-06-302026-08-08163,931$4,338,434None
TABLEAUX LLC2026-06-302026-08-088,847$234,136None
LPL Financial LLC2026-06-302026-08-08131,069$3,468,737None
Lido Advisors, LLC2026-06-302026-08-0816,113$426,433None
FOCUSED ALPHA, LLC2026-06-302026-08-0824,337$644,077None
CNB Bank2026-06-302026-08-072,962$78,389None
CNB Bank2026-06-302026-08-07342$9,051None
Parallel Advisors, LLC2026-06-302026-08-063,376$89,346None
WRAPMANAGER INC2026-06-302026-08-0627,776$735,092None
Ellis Investment Partners, LLC2026-06-302026-08-069,954$263,438None
1900 WEALTH MANAGEMENT LLC2026-06-302026-08-058,694$230,087None
AE Wealth Management LLC2026-06-302026-08-04120$3,176None
AE Wealth Management LLC2026-06-302026-08-041,538$40,696None
Aspen Wealth Management LLC2026-06-302026-08-0111,292$298,843None
Belpointe Asset Management LLC2026-06-302026-08-0111,273$298,340None
Guidance Point Advisors, LLC2026-06-302026-08-018,091$214,152None
Freestone Capital Holdings, LLC2026-06-302026-08-0110,005$264,782None
Chicago Partners Investment Group LLC2026-06-302026-07-31200,057$5,248,090None
First Western Trust Bank2026-06-302026-07-3061,154$1,618,441None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3037,615$995,483None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-2917,110$452,820None
Straight Path Wealth Management2026-06-302026-07-2874,169$1,962,878None
MTM FINANCIAL GROUP, LLC2026-06-302026-07-2818,390$486,691None

90-day public filing window, up to 50 source positions.

Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Orion Capital Management LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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