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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return