Straight Path Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$276K Hold
2025
Q1
$273K Hold
2024
Q4
$268K Hold
2024
Q3
$278K Hold
2024
Q2
$267K Buy
2024
Q1
$211K Hold
2023
Q4
$213K Buy