SPWM
Straight Path Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
90,923
+11,432
| +14% | +$258K | 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% | +$121K | 0.66% | 22 |
|
|
2024
Q3 | $1.57M | Buy |
69,294
+3,740
| +6% | +$84.5K | 0.67% | 21 |
|
|
2024
Q2 | $1.44M | Buy |
65,554
+8,694
| +15% | +$192K | 0.74% | 21 |
|
|
2024
Q1 | $1.27M | Buy |
56,860
+6,990
| +14% | +$156K | 0.71% | 22 |
|
|
2023
Q4 | $1.11M | Buy |
49,870
+28,878
| +138% | +$641K | 0.65% | 21 |
|
|
2023
Q3 | $452K | Buy |
20,992
+3,832
| +22% | +$82.5K | 0.31% | 43 |
|
|
2023
Q2 | $375K | Buy |
17,160
+1,490
| +10% | +$32.5K | 0.26% | 50 |
|
|
2023
Q1 | $344K | Buy |
+15,670
| New | +$344K | 0.27% | 48 |
|