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

Straight Path Wealth Management’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$716K	Buy	32,322 +853	+3%	+$18.9K	0.17%	56
2026 Q1	$701K	Sell	31,469 -653	-2%	-$14.6K	0.19%	50
2025 Q4	$718K	Buy	32,122 +7,479	+30%	+$167K	0.19%	50
2025 Q3	$552K	Buy	24,643 +2,383	+11%	+$53.2K	0.15%	73
2025 Q2	$498K	Buy	22,260 +1,266	+6%	+$28.1K	0.17%	57
2025 Q1	$467K	Sell	20,994 -234	-1%	-$5.15K	0.19%	51
2024 Q4	$465K	Buy	+21,228	New	+$468K	0.18%	53

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Straight Path Wealth Management's IBTI Position: Q2 2026 in Review

Straight Path Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2.7% in Q2 2026, buying an estimated $18.9K and bringing the position to 32,322 shares worth $716K. The position accounts for 0.17% of the portfolio, ranked #56.

Straight Path Wealth Management first reported a position in IBTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $718K in Q4 2025. 257 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Straight Path Wealth Management held 32,322 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $716K as of Q2 2026.
Straight Path Wealth Management bought 853 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $18.9K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.17% of Straight Path Wealth Management's portfolio in Q2 2026, its #56 holding.
Straight Path Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Straight Path Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $718K in Q4 2025.
257 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.