Straight Path Wealth Management
IBHF icon

Straight Path Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History

Straight Path Wealth Management’s Portfolio IBHF Stock Details IBHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.66M Sell
117,849
-7,009
-6% -$158K 0.59% 26
2026
Q2 		$2.83M Buy
124,858
+6,677
+6% +$152K 0.66% 24
2026
Q1 		$2.71M Buy
118,181
+649
+0.6% +$14.9K 0.72% 22
2025
Q4 		$2.71M Buy
117,532
+2,800
+2% +$65K 0.73% 21
2025
Q3 		$2.68M Buy
114,732
+14,939
+15% +$347K 0.72% 23
2025
Q2 		$2.32M Buy
99,793
+10,778
+12% +$249K 0.79% 20
2025
Q1 		$2.07M Buy
89,015
+6,027
+7% +$140K 0.84% 19
2024
Q4 		$1.92M Buy
82,988
+9,575
+13% +$222K 0.76% 19
2024
Q3 		$1.72M Buy
73,413
+3,382
+5% +$78.1K 0.74% 19
2024
Q2 		$1.6M Buy
70,031
+8,010
+13% +$183K 0.82% 19
2024
Q1 		$1.43M Buy
62,021
+9,683
+19% +$222K 0.8% 20
2023
Q4 		$1.2M Buy
52,338
+16,187
+45% +$365K 0.7% 19
2023
Q3 		$814K Buy
36,151
+4,836
+15% +$109K 0.55% 25
2023
Q2 		$712K Buy
31,315
+11,374
+57% +$257K 0.49% 27
2023
Q1 		$455K Buy
+19,941
New +$452K 0.36% 37

Other funds holding IBHF

Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Walser Wealth Management
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Centennial Advisors
Centennial Advisors Austin, Texas $83.7M AUM 9.53% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Straight Path Wealth Management's IBHF Position: Q3 2026 in Review

Straight Path Wealth Management reduced its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 5.6% in Q3 2026, selling an estimated $158K and leaving 117,849 shares worth $2.66M. The position accounts for 0.59% of the portfolio, ranked #26.

Straight Path Wealth Management first reported a position in IBHF in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.83M in Q2 2026. 44 funds tracked by Wall St. Rank hold IBHF as of Q3 2026.

  • Straight Path Wealth Management held 117,849 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.66M as of Q3 2026.
  • Straight Path Wealth Management sold 7,009 iShares iBonds 2026 Term High Yield and Income ETF shares in Q3 2026, an estimated $158K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.59% of Straight Path Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Straight Path Wealth Management first reported a position in iShares iBonds 2026 Term High Yield and Income ETF in Q1 2023 and has held it in 15 quarters since.
  • Straight Path Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.83M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.