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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $399M AUM 25.74% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ruggaard & Associates Hudson, Ohio $279M AUM 18.61% 1-Year Est. Return

Straight Path Wealth Management's IBHF Position: Q2 2026 in Review

Straight Path Wealth Management increased its iShares iBonds 2026 Term High Yield and Income ETF (IBHF) stake by 5.6% in Q2 2026, buying an estimated $152K and bringing the position to 124,858 shares worth $2.83M. The position accounts for 0.66% of the portfolio, ranked #24.

Straight Path Wealth Management first reported a position in IBHF in Q1 2023 and has held it in 14 quarters since. 172 funds tracked by Wall St. Rank hold IBHF as of Q2 2026.

Straight Path Wealth Management held 124,858 shares of iShares iBonds 2026 Term High Yield and Income ETF worth $2.83M as of Q2 2026.
Straight Path Wealth Management bought 6,677 iShares iBonds 2026 Term High Yield and Income ETF shares in Q2 2026, an estimated $152K.
iShares iBonds 2026 Term High Yield and Income ETF made up 0.66% of Straight Path Wealth Management's portfolio in Q2 2026, its #24 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 14 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds 2026 Term High Yield and Income ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.