SPWM
IBDP

Straight Path Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Straight Path Wealth Management’s Portfolio IBDP Stock Details IBDP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,405
Closed -$363K – 108
2024
Q3 		$363K Hold
14,405
– – 0.16% 64
2024
Q2 		$362K Sell
14,405
-1,422
-9% -$35.7K 0.19% 65
2024
Q1 		$396K Buy
15,827
+2,818
+22% +$70.6K 0.22% 58
2023
Q4 		$324K Buy
+13,009
New +$324K 0.19% 64