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 Q2	$3M	Buy	128,362 +11,814	+10%	+$276K	0.7%	22
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	0.5%	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

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Straight Path Wealth Management's IBHI Position: Q2 2026 in Review

Straight Path Wealth Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 10% in Q2 2026, buying an estimated $276K and bringing the position to 128,362 shares worth $3M. The position accounts for 0.7% of the portfolio, ranked #22.

Straight Path Wealth Management first reported a position in IBHI in Q3 2023 and has held it in 12 quarters since. 93 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Straight Path Wealth Management held 128,362 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $3M as of Q2 2026.
Straight Path Wealth Management bought 11,814 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $276K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.7% of Straight Path Wealth Management's portfolio in Q2 2026, its #22 holding.
Straight Path Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q3 2023 and has held it in 12 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.