SPWM
Straight Path Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
61,063
+9,236
| +18% | +$219K | 0.49% | 25 |
|
|
2025
Q1 | $1.2M | Buy |
51,827
+5,139
| +11% | +$119K | 0.49% | 24 |
|
|
2024
Q4 | $1.09M | Buy |
46,688
+6,858
| +17% | +$161K | 0.43% | 26 |
|
|
2024
Q3 | $953K | Buy |
39,830
+3,373
| +9% | +$80.7K | 0.41% | 30 |
|
|
2024
Q2 | $843K | Buy |
36,457
+6,415
| +21% | +$148K | 0.43% | 31 |
|
|
2024
Q1 | $702K | Buy |
30,042
+8,129
| +37% | +$190K | 0.39% | 34 |
|
|
2023
Q4 | $507K | Buy |
21,913
+11,006
| +101% | +$255K | 0.3% | 43 |
|
|
2023
Q3 | $238K | Buy |
+10,907
| New | +$238K | 0.16% | 66 |
|