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 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	0.48%	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

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

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

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

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

Bank of America

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return