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
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 $1.64B AUM 15.26% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $1.98B AUM 1.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Straight Path Wealth Management's IBHL Position: Q1 2026 in Review

Straight Path Wealth Management increased its iShares iBonds 2032 Term High Yield and Income ETF (IBHL) stake by 12% in Q1 2026, buying an estimated $135K and bringing the position to 47,939 shares worth $1.21M. The position accounts for 0.32% of the portfolio, ranked #31.

Straight Path Wealth Management first reported a position in IBHL in Q3 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold IBHL as of Q1 2026.

  • Straight Path Wealth Management held 47,939 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $1.21M as of Q1 2026.
  • Straight Path Wealth Management bought 5,276 iShares iBonds 2032 Term High Yield and Income ETF shares in Q1 2026, an estimated $135K.
  • iShares iBonds 2032 Term High Yield and Income ETF made up 0.32% of Straight Path Wealth Management's portfolio in Q1 2026, its #31 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 3 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares iBonds 2032 Term High Yield and Income ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.