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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$35.6K	0.19%	65
2024 Q1	$396K	Buy	15,827 +2,818	+22%	+$70.4K	0.22%	58
2023 Q4	$324K	Buy	+13,009	New	+$322K	0.19%	64

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Straight Path Wealth Management's IBDP Position: Q4 2024 in Review

Straight Path Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 14,405 shares — an estimated $363K sold.

Straight Path Wealth Management first reported a position in IBDP in Q4 2023 and held it in 4 quarters. The position peaked at $396K in Q1 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Straight Path Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Straight Path Wealth Management sold 14,405 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $363K.
Straight Path Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2023 and held it in 4 quarters.
Straight Path Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $396K in Q1 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Straight Path Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.