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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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Straight Path Wealth Management's IBTI Position: Q1 2026 in Review

Straight Path Wealth Management reduced its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 2% in Q1 2026, selling an estimated $14.6K and leaving 31,469 shares worth $701K. The position accounts for 0.19% of the portfolio, ranked #50.

Straight Path Wealth Management first reported a position in IBTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $718K in Q4 2025. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

  • Straight Path Wealth Management held 31,469 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $701K as of Q1 2026.
  • Straight Path Wealth Management sold 653 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $14.6K.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.19% of Straight Path Wealth Management's portfolio in Q1 2026, its #50 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 6 quarters since.
  • Straight Path Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $718K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.