SPWM
Straight Path Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
22,776
+1,309
| +6% | +$29.4K | 0.17% | 55 |
|
|
2025
Q1 | $481K | Sell |
21,467
-1,473
| -6% | -$33K | 0.19% | 49 |
|
|
2024
Q4 | $509K | Buy |
22,940
+2,299
| +11% | +$51K | 0.2% | 46 |
|
|
2024
Q3 | $467K | Sell |
20,641
-1,129
| -5% | -$25.6K | 0.2% | 46 |
|
|
2024
Q2 | $481K | Buy |
21,770
+1,141
| +6% | +$25.2K | 0.25% | 42 |
|
|
2024
Q1 | $457K | Buy |
20,629
+951
| +5% | +$21.1K | 0.26% | 48 |
|
|
2023
Q4 | $441K | Buy |
+19,678
| New | +$441K | 0.26% | 48 |
|