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Straight Path Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

Straight Path Wealth Management’s Portfolio IBHG Stock Details IBHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Buy
127,576
+10,827
+9% +$241K 0.75% 20
2025
Q4 		$2.61M Buy
116,749
+9,186
+9% +$205K 0.7% 22
2025
Q3 		$2.42M Buy
107,563
+16,640
+18% +$374K 0.67% 25
2025
Q2 		$2.05M Buy
90,923
+11,432
+14% +$254K 0.7% 23
2025
Q1 		$1.77M Buy
79,491
+4,752
+6% +$106K 0.72% 22
2024
Q4 		$1.66M Buy
74,739
+5,445
+8% +$122K 0.66% 22
2024
Q3 		$1.57M Buy
69,294
+3,740
+6% +$83.3K 0.67% 21
2024
Q2 		$1.44M Buy
65,554
+8,694
+15% +$191K 0.74% 21
2024
Q1 		$1.27M Buy
56,860
+6,990
+14% +$155K 0.71% 22
2023
Q4 		$1.11M Buy
49,870
+28,878
+138% +$625K 0.65% 21
2023
Q3 		$452K Buy
20,992
+3,832
+22% +$83.1K 0.31% 43
2023
Q2 		$375K Buy
17,160
+1,490
+10% +$32.3K 0.26% 50
2023
Q1 		$344K Buy
+15,670
New +$342K 0.27% 48

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return