Straight Path Wealth Management’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-48,949	Closed	-$1.14M	–	107
2024 Q3	$1.14M	Sell	48,949 -258	-0.5%	-$5.99K	0.49%	25
2024 Q2	$1.14M	Sell	49,207 -2,793	-5%	-$64.8K	0.59%	23
2024 Q1	$1.21M	Buy	52,000 +4,322	+9%	+$101K	0.68%	24
2023 Q4	$1.11M	Buy	47,678 +13,996	+42%	+$324K	0.65%	22
2023 Q3	$781K	Buy	33,682 +3,987	+13%	+$92.1K	0.53%	26
2023 Q2	$685K	Buy	29,695 +7,848	+36%	+$180K	0.47%	28
2023 Q1	$505K	Buy	+21,847	New	+$503K	0.4%	35

Other funds holding IBHD

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

Straight Path Wealth Management's IBHD Position: Q4 2024 in Review

Straight Path Wealth Management sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 48,949 shares — an estimated $1.14M sold.

Straight Path Wealth Management first reported a position in IBHD in Q1 2023 and held it in 7 quarters. The position peaked at $1.21M in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

Straight Path Wealth Management reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
Straight Path Wealth Management sold 48,949 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $1.14M.
Straight Path Wealth Management first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q1 2023 and held it in 7 quarters.
Straight Path Wealth Management's iShares iBonds 2024 Term High Yield and Income ETF position peaked at $1.21M in Q1 2024.
1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

Based on Straight Path Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.