SPWM
IBHC

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,360
Closed -$529K – 96
2023
Q3 		$529K Sell
22,360
-2,005
-8% -$47.4K 0.36% 37
2023
Q2 		$576K Buy
24,365
+2,513
+12% +$59.4K 0.4% 36
2023
Q1 		$516K Buy
+21,852
New +$516K 0.41% 34