Straight Path Wealth Management
IBDR icon

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
2026
Q3 		$979K Buy
40,384
+478
+1% +$11.6K 0.22% 48
2026
Q2 		$967K Buy
39,906
+5,483
+16% +$133K 0.23% 42
2026
Q1 		$834K Buy
34,423
+459
+1% +$11.1K 0.22% 41
2025
Q4 		$823K Buy
33,964
+5,942
+21% +$144K 0.22% 45
2025
Q3 		$681K Sell
28,022
-411
-1% -$10K 0.18% 60
2025
Q2 		$689K Buy
28,433
+85
+0.3% +$2.05K 0.23% 42
2025
Q1 		$686K Buy
28,348
+3,111
+12% +$75.1K 0.28% 34
2024
Q4 		$607K Buy
25,237
+3,735
+17% +$90K 0.24% 38
2024
Q3 		$522K Buy
21,502
+66
+0.3% +$1.59K 0.23% 40
2024
Q2 		$511K Buy
21,436
+4,183
+24% +$99.3K 0.26% 41
2024
Q1 		$411K Buy
17,253
+2,205
+15% +$52.6K 0.23% 56
2023
Q4 		$360K Buy
15,048
+5,913
+65% +$139K 0.21% 57
2023
Q3 		$213K Buy
+9,135
New +$214K 0.14% 75

Other funds holding IBDR

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Straight Path Wealth Management's IBDR Position: Q3 2026 in Review

Straight Path Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 1.2% in Q3 2026, buying an estimated $11.6K and bringing the position to 40,384 shares worth $979K. The position accounts for 0.22% of the portfolio, ranked #48.

Straight Path Wealth Management first reported a position in IBDR in Q3 2023 and has held it in 13 quarters since. 156 funds tracked by Wall St. Rank hold IBDR as of Q3 2026.

  • Straight Path Wealth Management held 40,384 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $979K as of Q3 2026.
  • Straight Path Wealth Management bought 478 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2026, an estimated $11.6K.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.22% of Straight Path Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Straight Path Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2023 and has held it in 13 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.