Straight Path Wealth Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96M	Buy	74,169 +217	+0.3%	+$5.73K	0.46%	26
2026 Q1	$1.94M	Buy	73,952 +2,826	+4%	+$74.9K	0.52%	25
2025 Q4	$1.89M	Buy	71,126 +6,853	+11%	+$182K	0.51%	25
2025 Q3	$1.72M	Buy	64,273 +12,764	+25%	+$339K	0.46%	29
2025 Q2	$1.37M	Buy	51,509 +8,213	+19%	+$214K	0.47%	26
2025 Q1	$1.13M	Buy	43,296 +4,776	+12%	+$126K	0.46%	25
2024 Q4	$1M	Buy	38,520 +4,428	+13%	+$117K	0.4%	29
2024 Q3	$916K	Buy	34,092 +2,433	+8%	+$64.2K	0.39%	31
2024 Q2	$819K	Buy	31,659 +7,112	+29%	+$183K	0.42%	32
2024 Q1	$642K	Buy	24,547 +11,275	+85%	+$293K	0.36%	39
2023 Q4	$345K	Buy	+13,272	New	+$331K	0.2%	61

Other funds holding IBHJ

LIA

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

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

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

Straight Path Wealth Management increased its iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) stake by 0.29% in Q2 2026, buying an estimated $5.73K and bringing the position to 74,169 shares worth $1.96M. The position accounts for 0.46% of the portfolio, ranked #26.

Straight Path Wealth Management first reported a position in IBHJ in Q4 2023 and has held it in 11 quarters since. 51 funds tracked by Wall St. Rank hold IBHJ as of Q2 2026.

Straight Path Wealth Management held 74,169 shares of iShares iBonds 2030 Term High Yield and Income ETF worth $1.96M as of Q2 2026.
Straight Path Wealth Management bought 217 iShares iBonds 2030 Term High Yield and Income ETF shares in Q2 2026, an estimated $5.73K.
iShares iBonds 2030 Term High Yield and Income ETF made up 0.46% of Straight Path Wealth Management's portfolio in Q2 2026, its #26 holding.
Straight Path Wealth Management first reported a position in iShares iBonds 2030 Term High Yield and Income ETF in Q4 2023 and has held it in 11 quarters since.
51 funds tracked by Wall St. Rank held iShares iBonds 2030 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.