SPWM
IBHL

Straight Path Wealth Management’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

Straight Path Wealth Management’s Portfolio IBHL Stock Details IBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
49,163
+1,224
+3% +$31.1K 0.29% 36
2026
Q1 		$1.21M Buy
47,939
+5,276
+12% +$135K 0.32% 31
2025
Q4 		$1.1M Buy
42,663
+31,436
+280% +$807K 0.3% 34
2025
Q3 		$290K Buy
+11,227
New +$287K 0.08% 106

Other funds holding IBHL

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Straight Path Wealth Management increased its iShares iBonds 2032 Term High Yield and Income ETF (IBHL) stake by 2.6% in Q2 2026, buying an estimated $31.1K and bringing the position to 49,163 shares worth $1.25M. The position accounts for 0.29% of the portfolio, ranked #36.

Straight Path Wealth Management first reported a position in IBHL in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold IBHL as of Q2 2026.

  • Straight Path Wealth Management held 49,163 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $1.25M as of Q2 2026.
  • Straight Path Wealth Management bought 1,224 iShares iBonds 2032 Term High Yield and Income ETF shares in Q2 2026, an estimated $31.1K.
  • iShares iBonds 2032 Term High Yield and Income ETF made up 0.29% of Straight Path Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Straight Path Wealth Management first reported a position in iShares iBonds 2032 Term High Yield and Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds 2032 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.