SPWM
Straight Path Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
99,793
+10,778
| +12% | +$250K | 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% | +$79.2K | 0.74% | 19 |
|
|
2024
Q2 | $1.6M | Buy |
70,031
+8,010
| +13% | +$184K | 0.82% | 19 |
|
|
2024
Q1 | $1.43M | Buy |
62,021
+9,683
| +19% | +$223K | 0.8% | 20 |
|
|
2023
Q4 | $1.2M | Buy |
52,338
+16,187
| +45% | +$371K | 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% | +$259K | 0.49% | 27 |
|
|
2023
Q1 | $455K | Buy |
+19,941
| New | +$455K | 0.36% | 37 |
|