SPWM
Straight Path Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
18,649
+15
| +0.1% | +$381 | 0.16% | 60 |
|
|
2025
Q1 | $471K | Buy |
18,634
+3,563
| +24% | +$90K | 0.19% | 50 |
|
|
2024
Q4 | $375K | Buy |
15,071
+1,825
| +14% | +$45.4K | 0.15% | 67 |
|
|
2024
Q3 | $338K | Buy |
13,246
+1,883
| +17% | +$48.1K | 0.15% | 66 |
|
|
2024
Q2 | $281K | Buy |
+11,363
| New | +$281K | 0.14% | 70 |
|