SPWM
Straight Path Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
28,433
+85
| +0.3% | +$2.06K | 0.23% | 42 |
|
|
2025
Q1 | $686K | Buy |
28,348
+3,111
| +12% | +$75.3K | 0.28% | 34 |
|
|
2024
Q4 | $607K | Buy |
25,237
+3,735
| +17% | +$89.9K | 0.24% | 38 |
|
|
2024
Q3 | $523K | Buy |
21,502
+66
| +0.3% | +$1.6K | 0.23% | 40 |
|
|
2024
Q2 | $511K | Buy |
21,436
+4,183
| +24% | +$99.6K | 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% | +$141K | 0.21% | 57 |
|
|
2023
Q3 | $213K | Buy |
+9,135
| New | +$213K | 0.14% | 75 |
|