Straight Path Wealth Management Ishares Ibonds Dec 2025 Term C Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
A detailed history of Straight Path Wealth Management transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Straight Path Wealth Management holds 20,630 shares of IBDQ stock, worth $518,225. This represents 0.23% of its overall portfolio holdings.
Number of Shares
20,630
Previous 16,455
25.37%
Holding current value
$518,225
Previous $413,000
24.94%
% of portfolio
0.23%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
419Shares Held
94.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.4 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio