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

Straight Path Wealth Management’s Portfolio IBDV Stock Details IBDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$349K Hold
15,944
– – 0.09% 82
2025
Q4 		$352K Buy
15,944
+3,395
+27% +$75.1K 0.09% 84
2025
Q3 		$278K Hold
12,549
– – 0.08% 110
2025
Q2 		$276K Hold
12,549
– – 0.09% 91
2025
Q1 		$273K Hold
12,549
– – 0.11% 79
2024
Q4 		$268K Hold
12,549
– – 0.11% 77
2024
Q3 		$278K Hold
12,549
– – 0.12% 77
2024
Q2 		$267K Buy
12,549
+2,694
+27% +$56.9K 0.14% 71
2024
Q1 		$211K Hold
9,855
– – 0.12% 83
2023
Q4 		$213K Buy
+9,855
New +$204K 0.13% 82

Other funds holding IBDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return