SPWM
Straight Path Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
91,448
+10,278
| +13% | +$244K | 0.74% | 21 |
|
|
2025
Q1 | $1.9M | Buy |
81,170
+17,935
| +28% | +$419K | 0.77% | 20 |
|
|
2024
Q4 | $1.48M | Buy |
63,235
+21,891
| +53% | +$512K | 0.58% | 23 |
|
|
2024
Q3 | $984K | Buy |
41,344
+2,665
| +7% | +$63.4K | 0.42% | 28 |
|
|
2024
Q2 | $894K | Buy |
38,679
+4,750
| +14% | +$110K | 0.46% | 28 |
|
|
2024
Q1 | $792K | Buy |
33,929
+7,397
| +28% | +$173K | 0.44% | 30 |
|
|
2023
Q4 | $618K | Buy |
26,532
+8,349
| +46% | +$194K | 0.36% | 37 |
|
|
2023
Q3 | $403K | Buy |
18,183
+2,363
| +15% | +$52.4K | 0.27% | 47 |
|
|
2023
Q2 | $357K | Buy |
15,820
+2,710
| +21% | +$61.1K | 0.25% | 52 |
|
|
2023
Q1 | $298K | Buy |
+13,110
| New | +$298K | 0.24% | 52 |
|