GAMMA Investing LLC IBHJ — ISHARES TR IBONDS 2030 TERM

Ownership history in GAMMA Investing LLC  ·  5 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported ISHARES TR IBONDS 2030 TERM (IBHJ) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows IBHJ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBHJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GAMMA Investing LLC's position in ISHARES TR IBONDS 2030 TERM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IBHJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBHJ stock page GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing LLC held IBHJ — position size vs. price
% of Fund (quarterly)    IBHJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 66 +41 +164.0% 0.00% $2K 2026-10-08 $25.60
2026 Q2 UNCHANGED — — — 25 — 0% 0.00% $662 2026-07-07 $25.97
2026 Q1 REDUCED 99.5% +2.6% ❌ 25 -4,540 -99.5% 0.00% $656 2026-05-15 (Est.) $25.53
2024 Q2 ADDED — — — 4,565 +4,288 +1548.0% 0.02% $118K 2024-07-02 $22.18
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBHJ

As of 2026 Q3 — sorted by position size

Marathon Mission, Inc. 3Y 2.67% Bullock Wealth Management Group 0.29%

FAQ About GAMMA Investing LLC and IBHJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has GAMMA Investing LLC reported owning IBHJ?

GAMMA Investing LLC reported IBHJ across 4 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported IBHJ position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for IBHJ was 0.02% in 2024 Q2.

What is the latest reported IBHJ position on this page?

The most recent filing on this page is 2026 Q3, when GAMMA Investing LLC reported 66 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this IBHJ ownership page compare?

The chart compares GAMMA Investing LLC's quarterly IBHJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GAMMA Investing LLC time their IBHJ position?

Based on 13F filing dates vs. subsequent IBHJ price moves, GAMMA Investing LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IBHJ relative to SPY over the holding period was -14.9%.

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