Straight Path Wealth Management
Position in IBHI — iShares iBonds 2029 Term High Yield and Income ETF
CIK 1902506
Jenison, MI
All Filings in IBHI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHI | $2,713,587 | 116,548 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 IBHI | $2,599,252 | 109,998 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 IBHI | $1,845,298 | 77,371 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 IBHI | $1,446,582 | 61,063 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 IBHI | $1,203,422 | 51,827 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 IBHI | $1,094,833 | 46,688 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IBHI | $952,773 | 39,830 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 IBHI | $843,396 | 36,457 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 IBHI | $702,081 | 30,042 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 IBHI | $507,154 | 21,913 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 IBHI | $237,827 | 10,907 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||