Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History

Straight Path Wealth Management

$262 Million
Q2 2025

A detailed history of Straight Path Wealth Management transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 28,433 shares of IBDR stock, worth $675,283. This represents 0.26% of its overall portfolio holdings.

Number of Shares

28,433

Previous 28,348 0.3%

Holding current value

$675,283

Previous $673,000 0.3%

% of portfolio

0.26%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	N/A	85 Added 0.3%	28,433 $675,000
Q1 2025 Apr 28, 2025	BUY	N/A	3,111 Added 12.33%	28,348 $673,000
Q4 2024 Feb 06, 2025	BUY	N/A	3,735 Added 17.37%	25,237 $599,000
Q3 2024 Nov 06, 2024	BUY	$23.75 - $23.75 $1,567 - $1,567	66 Added 0.31%	21,502 $510,000
Q2 2024 Aug 15, 2024	BUY	$23.65 - $23.82 $98,927 - $99,639	4,183 Added 24.25%	21,436 $510,000
Q1 2024 Apr 30, 2024	BUY	$23.76 - $23.98 $52,390 - $52,875	2,205 Added 14.65%	17,253 $411,000
Q4 2023 Jan 23, 2024	BUY	$23.15 - $23.9 $136,885 - $141,320	5,913 Added 64.73%	15,048 $359,000
Q3 2023 Oct 31, 2023	BUY	$23.28 - $23.6 $212,662 - $215,586	9,135 New	9,135 $213,000

Others Institutions Holding IBDR

# of Institutions

457

Shares Held

114M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

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Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History