Straight Path Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
2025
Q1
$481K Sell
2024
Q4
$509K Buy
2024
Q3
$467K Sell
2024
Q2
$481K Buy
2024
Q1
$457K Buy
2023
Q4
$441K Buy