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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
Q2 		$2.99M Buy
135,333
+7,757
+6% +$171K 0.7% 23
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 0.65% 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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Straight Path Wealth Management increased its iShares iBonds 2027 Term High Yield and Income ETF (IBHG) stake by 6.1% in Q2 2026, buying an estimated $171K and bringing the position to 135,333 shares worth $2.99M. The position accounts for 0.7% of the portfolio, ranked #23.

Straight Path Wealth Management first reported a position in IBHG in Q1 2023 and has held it in 14 quarters since. 132 funds tracked by Wall St. Rank hold IBHG as of Q2 2026.

  • Straight Path Wealth Management held 135,333 shares of iShares iBonds 2027 Term High Yield and Income ETF worth $2.99M as of Q2 2026.
  • Straight Path Wealth Management bought 7,757 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2026, an estimated $171K.
  • iShares iBonds 2027 Term High Yield and Income ETF made up 0.7% of Straight Path Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Straight Path Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares iBonds 2027 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.