Straight Path Wealth Management’s iShares iBonds 2023 Term High Yield and Income ETF IBHC Stock Holding History

Straight Path Wealth Management’s Portfolio IBHC Stock Details IBHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,360	Closed	-$529K	–	96
2023 Q3	$529K	Sell	22,360 -2,005	-8%	-$47.3K	0.36%	37
2023 Q2	$576K	Buy	24,365 +2,513	+12%	+$59.3K	0.4%	36
2023 Q1	$516K	Buy	+21,852	New	+$515K	0.41%	34

Other funds holding IBHC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Straight Path Wealth Management's IBHC Position: Q4 2023 in Review

Straight Path Wealth Management sold out of iShares iBonds 2023 Term High Yield and Income ETF (IBHC) in Q4 2023, closing a stake of 22,360 shares — an estimated $529K sold.

Straight Path Wealth Management first reported a position in IBHC in Q1 2023 and held it in 3 quarters. The position peaked at $576K in Q2 2023. 1 fund tracked by Wall St. Rank holds IBHC as of Q4 2023.

Straight Path Wealth Management reported no remaining iShares iBonds 2023 Term High Yield and Income ETF position as of Q4 2023 after selling out during the quarter.
Straight Path Wealth Management sold 22,360 iShares iBonds 2023 Term High Yield and Income ETF shares in Q4 2023, an estimated $529K.
Straight Path Wealth Management first reported a position in iShares iBonds 2023 Term High Yield and Income ETF in Q1 2023 and held it in 3 quarters.
Straight Path Wealth Management's iShares iBonds 2023 Term High Yield and Income ETF position peaked at $576K in Q2 2023.
1 fund tracked by Wall St. Rank held iShares iBonds 2023 Term High Yield and Income ETF as of Q4 2023.

Based on Straight Path Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.