Straight Path Wealth Management
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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
Q3 		$706K Buy
28,289
+1,451
+5% +$36.4K 0.16% 66
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Straight Path Wealth Management's IBDT Position: Q3 2026 in Review

Straight Path Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 5.4% in Q3 2026, buying an estimated $36.4K and bringing the position to 28,289 shares worth $706K. The position accounts for 0.16% of the portfolio, ranked #66.

Straight Path Wealth Management first reported a position in IBDT in Q2 2024 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold IBDT as of Q3 2026.

  • Straight Path Wealth Management held 28,289 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $706K as of Q3 2026.
  • Straight Path Wealth Management bought 1,451 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2026, an estimated $36.4K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.16% of Straight Path Wealth Management's portfolio in Q3 2026, its #66 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 10 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.