Straight Path Wealth Management Ishares Ibonds Dec 2025 Term C Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 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 21,211 shares of IBDQ stock, worth $533,668. This represents 0.24% of its overall portfolio holdings.
Number of Shares
21,211
Previous 20,630
2.82%
Holding current value
$533,668
Previous $516,000
3.29%
% of portfolio
0.24%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
434Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.8 Million0.01% of portfolio