Straight Path Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$457K	Buy
2025 Q2	$442K	Buy
2025 Q1	$440K	Sell
2024 Q4	$501K	Buy
2024 Q3	$488K	Buy
2024 Q2	$441K	Buy
2024 Q1	$325K	Buy
2023 Q4	$327K	Buy