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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$362K Hold
2025
Q2
$360K Hold
2025
Q1
$357K Hold
2024
Q4
$352K Buy
2024
Q3
$336K Buy
2024
Q2
$310K Buy
2024
Q1
$243K Hold
2023
Q4
$246K Buy