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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Straight Path Wealth Management's IBHF Position: Q1 2026 in Review

Straight Path Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 0.55% in Q1 2026, buying an estimated $14.9K and bringing the position to 118,181 shares worth $2.71M. The position accounts for 0.72% of the portfolio, ranked #22.

Straight Path Wealth Management first reported a position in IBHF in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.71M in Q4 2025. 181 funds tracked by Wall St. Rank hold IBHF as of Q1 2026.

  • Straight Path Wealth Management held 118,181 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.71M as of Q1 2026.
  • Straight Path Wealth Management bought 649 iShares iBonds 2026 Term High Yield and Income ETF shares in Q1 2026, an estimated $14.9K.
  • iShares iBonds 2026 Term High Yield and Income ETF made up 0.72% of Straight Path Wealth Management's portfolio in Q1 2026, its #22 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 13 quarters since.
  • Straight Path Wealth Management's iShares iBonds 2026 Term High Yield and Income ETF position peaked at $2.71M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.