SPWM
IBHE

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
Q4 		– Sell
-77,183
Closed -$1.79M – 138
2025
Q3 		$1.79M Sell
77,183
-1,359
-2% -$31.5K 0.48% 28
2025
Q2 		$1.83M Sell
78,542
-2,696
-3% -$62.5K 0.62% 24
2025
Q1 		$1.89M Buy
81,238
+6,166
+8% +$143K 0.76% 21
2024
Q4 		$1.74M Buy
75,072
+7,303
+11% +$169K 0.69% 20
2024
Q3 		$1.58M Buy
67,769
+2,408
+4% +$55.9K 0.68% 20
2024
Q2 		$1.52M Buy
65,361
+3,164
+5% +$73.6K 0.78% 20
2024
Q1 		$1.45M Buy
62,197
+9,155
+17% +$213K 0.82% 19
2023
Q4 		$1.23M Buy
53,042
+15,615
+42% +$358K 0.72% 17
2023
Q3 		$858K Buy
37,427
+3,643
+11% +$83.5K 0.58% 23
2023
Q2 		$777K Buy
33,784
+6,885
+26% +$157K 0.53% 25
2023
Q1 		$616K Buy
+26,899
New +$613K 0.49% 30

Other funds holding IBHE

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

Straight Path Wealth Management's IBHE Position: Q4 2025 in Review

Straight Path Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q4 2025, closing a stake of 77,183 shares — an estimated $1.79M sold.

Straight Path Wealth Management first reported a position in IBHE in Q1 2023 and held it in 11 quarters. The position peaked at $1.89M in Q1 2025. 1 fund tracked by Wall St. Rank holds IBHE as of Q4 2025.

  • Straight Path Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Straight Path Wealth Management sold 77,183 iShares iBonds 2025 Term High Yield and Income ETF shares in Q4 2025, an estimated $1.79M.
  • Straight Path Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q1 2023 and held it in 11 quarters.
  • Straight Path Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $1.89M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q4 2025.

Based on Straight Path Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.