SPWM
Straight Path Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Buy |
24,674
+470
| +2% | +$10.8K | 0.19% | 52 |
|
|
2025
Q1 | $555K | Buy |
24,204
+1,605
| +7% | +$36.8K | 0.22% | 43 |
|
|
2024
Q4 | $515K | Buy |
22,599
+2,290
| +11% | +$52.2K | 0.2% | 45 |
|
|
2024
Q3 | $468K | Sell |
20,309
-725
| -3% | -$16.7K | 0.2% | 45 |
|
|
2024
Q2 | $477K | Buy |
21,034
+1,380
| +7% | +$31.3K | 0.24% | 44 |
|
|
2024
Q1 | $446K | Buy |
19,654
+1,622
| +9% | +$36.8K | 0.25% | 52 |
|
|
2023
Q4 | $412K | Buy |
+18,032
| New | +$412K | 0.24% | 51 |
|