SPWM
IBHK

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
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

FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
HSG
Helen Stephens Group Fort Worth, Texas $589M AUM 18.4% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Straight Path Wealth Management increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 0.74% in Q2 2026, buying an estimated $12.3K and bringing the position to 65,230 shares worth $1.68M. The position accounts for 0.39% of the portfolio, ranked #31.

Straight Path Wealth Management first reported a position in IBHK in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

  • Straight Path Wealth Management held 65,230 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $1.68M as of Q2 2026.
  • Straight Path Wealth Management bought 479 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $12.3K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up 0.39% of Straight Path Wealth Management's portfolio in Q2 2026, its #31 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 7 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds 2031 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.