Straight Path Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$699K	Buy	30,178 +11,445	+61%	+$265K	0.16%	57
2026 Q1	$436K	Buy	18,733 +298	+2%	+$6.97K	0.12%	75
2025 Q4	$431K	Buy	18,435 +2,990	+19%	+$70.1K	0.12%	75
2025 Q3	$362K	Hold	15,445	–	–	0.1%	92
2025 Q2	$360K	Hold	15,445	–	–	0.12%	79
2025 Q1	$357K	Hold	15,445	–	–	0.14%	66
2024 Q4	$352K	Buy	15,445 +1,170	+8%	+$27K	0.14%	68
2024 Q3	$336K	Buy	14,275 +620	+5%	+$14.4K	0.14%	67
2024 Q2	$310K	Buy	13,655 +2,996	+28%	+$67.6K	0.16%	67
2024 Q1	$243K	Hold	10,659	–	–	0.14%	73
2023 Q4	$246K	Buy	+10,659	New	+$236K	0.14%	78

Other funds holding IBDU

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

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

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

Straight Path Wealth Management increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 61% in Q2 2026, buying an estimated $265K and bringing the position to 30,178 shares worth $699K. The position accounts for 0.16% of the portfolio, ranked #57.

Straight Path Wealth Management first reported a position in IBDU in Q4 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Straight Path Wealth Management held 30,178 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $699K as of Q2 2026.
Straight Path Wealth Management bought 11,445 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $265K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.16% of Straight Path Wealth Management's portfolio in Q2 2026, its #57 holding.
Straight Path Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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