Straight Path Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$498K	Buy	22,260 +1,266	+6%	+$28.3K	0.17%	57
2025 Q1	$467K	Sell	20,994 -234	-1%	-$5.21K	0.19%	51
2024 Q4	$465K	Buy	+21,228	New	+$465K	0.18%	53