Straight Path Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Straight Path Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$681K	Sell
2025 Q2	$689K	Buy
2025 Q1	$686K	Buy
2024 Q4	$607K	Buy
2024 Q3	$523K	Buy
2024 Q2	$511K	Buy
2024 Q1	$411K	Buy
2023 Q4	$360K	Buy
2023 Q3	$213K	Buy