SPWM
Straight Path Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
23,257
+331
| +1% | +$7.73K | 0.18% | 54 |
|
|
2025
Q1 | $536K | Buy |
22,926
+1,220
| +6% | +$28.5K | 0.22% | 44 |
|
|
2024
Q4 | $506K | Buy |
21,706
+2,773
| +15% | +$64.7K | 0.2% | 47 |
|
|
2024
Q3 | $443K | Sell |
18,933
-1,028
| -5% | -$24.1K | 0.19% | 52 |
|
|
2024
Q2 | $463K | Buy |
19,961
+702
| +4% | +$16.3K | 0.24% | 47 |
|
|
2024
Q1 | $447K | Buy |
19,259
+1,571
| +9% | +$36.5K | 0.25% | 51 |
|
|
2023
Q4 | $412K | Buy |
+17,688
| New | +$412K | 0.24% | 52 |
|