Straight Path Wealth Management Ishares Ibonds Dec 2025 Term C Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
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 20,301 shares of IBDQ stock, worth $510,164. This represents 0.2% of its overall portfolio holdings.
Number of Shares
20,301
Previous 21,211
4.29%
Holding current value
$510,164
Previous $533,000
4.13%
% of portfolio
0.2%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding IBDQ
# of Institutions
437Shares Held
95.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio