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
2025 Q2	$2.05M	Buy
2025 Q1	$1.77M	Buy
2024 Q4	$1.66M	Buy
2024 Q3	$1.57M	Buy
2024 Q2	$1.44M	Buy
2024 Q1	$1.27M	Buy
2023 Q4	$1.11M	Buy
2023 Q3	$452K	Buy
2023 Q2	$375K	Buy
2023 Q1	$344K	Buy