Straight Path Wealth Management’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.86M	Buy	75,450 +10,220	+16%	+$260K	0.41%	32
2026 Q2	$1.68M	Buy	65,230 +479	+0.7%	+$12.3K	0.39%	31
2026 Q1	$1.65M	Buy	64,751 +2,942	+5%	+$75.9K	0.44%	26
2025 Q4	$1.6M	Buy	61,809 +9,382	+18%	+$243K	0.43%	26
2025 Q3	$1.37M	Buy	52,427 +10,315	+24%	+$267K	0.37%	34
2025 Q2	$1.09M	Buy	42,112 +10,691	+34%	+$270K	0.37%	28
2025 Q1	$799K	Buy	31,421 +9,410	+43%	+$240K	0.32%	30
2024 Q4	$557K	Buy	+22,011	New	+$565K	0.22%	39

Other funds holding IBHK

CFA

Collaborative Fund Advisors Reno, Nevada $186M AUM

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Occidental Asset Management Burlingame, California $1.16B AUM 26.15% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Straight Path Wealth Management's IBHK Position: Q3 2026 in Review

Straight Path Wealth Management increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 16% in Q3 2026, buying an estimated $260K and bringing the position to 75,450 shares worth $1.86M. The position accounts for 0.41% of the portfolio, ranked #32.

Straight Path Wealth Management first reported a position in IBHK in Q4 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold IBHK as of Q3 2026.

Straight Path Wealth Management held 75,450 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $1.86M as of Q3 2026.
Straight Path Wealth Management bought 10,220 iShares iBonds 2031 Term High Yield and Income ETF shares in Q3 2026, an estimated $260K.
iShares iBonds 2031 Term High Yield and Income ETF made up 0.41% of Straight Path Wealth Management's portfolio in Q3 2026, its #32 holding.
Straight Path Wealth Management first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2024 and has held it in 8 quarters since.
14 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.