Straight Path Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.83M	Sell
2025 Q1	$1.89M	Buy
2024 Q4	$1.74M	Buy
2024 Q3	$1.58M	Buy
2024 Q2	$1.52M	Buy
2024 Q1	$1.45M	Buy
2023 Q4	$1.23M	Buy
2023 Q3	$858K	Buy
2023 Q2	$777K	Buy
2023 Q1	$616K	Buy