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Straight Path Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Straight Path Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$867K Sell
37,829
-1,959
-5% -$44.9K 0.23% 40
2025
Q4 		$910K Buy
39,788
+12,603
+46% +$289K 0.25% 43
2025
Q3 		$624K Buy
27,185
+2,511
+10% +$57.5K 0.17% 66
2025
Q2 		$566K Buy
24,674
+470
+2% +$10.8K 0.19% 52
2025
Q1 		$555K Buy
24,204
+1,605
+7% +$36.7K 0.22% 43
2024
Q4 		$515K Buy
22,599
+2,290
+11% +$52.3K 0.2% 45
2024
Q3 		$468K Sell
20,309
-725
-3% -$16.6K 0.2% 45
2024
Q2 		$477K Buy
21,034
+1,380
+7% +$31.1K 0.24% 44
2024
Q1 		$446K Buy
19,654
+1,622
+9% +$36.9K 0.25% 52
2023
Q4 		$412K Buy
+18,032
New +$407K 0.24% 51

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return