Straight Path Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

Straight Path Wealth Management’s Portfolio IBHI Stock Details IBHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.71M	Buy	116,548 +6,550	+6%	+$154K	0.72%	21
2025 Q4	$2.6M	Buy	109,998 +32,627	+42%	+$771K	0.7%	23
2025 Q3	$1.85M	Buy	77,371 +16,308	+27%	+$386K	0.51%	27
2025 Q2	$1.45M	Buy	61,063 +9,236	+18%	+$213K	0.49%	25
2025 Q1	$1.2M	Buy	51,827 +5,139	+11%	+$121K	0.49%	24
2024 Q4	$1.09M	Buy	46,688 +6,858	+17%	+$162K	0.43%	26
2024 Q3	$953K	Buy	39,830 +3,373	+9%	+$79.3K	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%	+$188K	0.39%	34
2023 Q4	$507K	Buy	21,913 +11,006	+101%	+$244K	0.3%	43
2023 Q3	$238K	Buy	+10,907	New	+$241K	0.16%	66

Other funds holding IBHI

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return