Straight Path Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$678K	Buy	26,838 +5,750	+27%	+$145K	0.16%	59
2026 Q1	$534K	Buy	21,088 +832	+4%	+$21.2K	0.14%	65
2025 Q4	$516K	Buy	20,256 +1,598	+9%	+$40.7K	0.14%	65
2025 Q3	$476K	Buy	18,658 +9	+0%	+$229	0.13%	78
2025 Q2	$474K	Buy	18,649 +15	+0.1%	+$378	0.16%	60
2025 Q1	$471K	Buy	18,634 +3,563	+24%	+$89.3K	0.19%	50
2024 Q4	$375K	Buy	15,071 +1,825	+14%	+$45.8K	0.15%	67
2024 Q3	$338K	Buy	13,246 +1,883	+17%	+$47.5K	0.15%	66
2024 Q2	$281K	Buy	+11,363	New	+$280K	0.14%	70

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Straight Path Wealth Management's IBDT Position: Q2 2026 in Review

Straight Path Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 27% in Q2 2026, buying an estimated $145K and bringing the position to 26,838 shares worth $678K. The position accounts for 0.16% of the portfolio, ranked #59.

Straight Path Wealth Management first reported a position in IBDT in Q2 2024 and has held it in 9 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Straight Path Wealth Management held 26,838 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $678K as of Q2 2026.
Straight Path Wealth Management bought 5,750 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $145K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.16% of Straight Path Wealth Management's portfolio in Q2 2026, its #59 holding.
Straight Path Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.