Straight Path Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
18,211
+17
| +0.1% | +$413 | 0.15% | 64 |
|
|
2025
Q1 | $440K | Sell |
18,194
-2,706
| -13% | -$65.4K | 0.18% | 54 |
|
|
2024
Q4 | $501K | Buy |
20,900
+866
| +4% | +$20.7K | 0.2% | 48 |
|
|
2024
Q3 | $488K | Buy |
20,034
+1,449
| +8% | +$35.3K | 0.21% | 42 |
|
|
2024
Q2 | $441K | Buy |
18,585
+4,925
| +36% | +$117K | 0.23% | 52 |
|
|
2024
Q1 | $325K | Buy |
13,660
+14
| +0.1% | +$333 | 0.18% | 66 |
|
|
2023
Q4 | $327K | Buy |
+13,646
| New | +$327K | 0.19% | 63 |
|