SPWM
Straight Path Wealth Management’s iShares iBonds 2030 Term High Yield and Income ETF IBHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
51,509
+8,213
| +19% | +$219K | 0.47% | 26 |
|
|
2025
Q1 | $1.13M | Buy |
43,296
+4,776
| +12% | +$125K | 0.46% | 25 |
|
|
2024
Q4 | $1M | Buy |
38,520
+4,428
| +13% | +$115K | 0.4% | 29 |
|
|
2024
Q3 | $916K | Buy |
34,092
+2,433
| +8% | +$65.4K | 0.39% | 31 |
|
|
2024
Q2 | $819K | Buy |
31,659
+7,112
| +29% | +$184K | 0.42% | 32 |
|
|
2024
Q1 | $642K | Buy |
24,547
+11,275
| +85% | +$295K | 0.36% | 39 |
|
|
2023
Q4 | $345K | Buy |
+13,272
| New | +$345K | 0.2% | 61 |
|