Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 28,022 shares of IBDR stock, worth $665,522. This represents 0.18% of its overall portfolio holdings.
Number of Shares
28,022
Previous 28,433
1.45%
Holding current value
$665,522
Previous $675,000
1.48%
% of portfolio
0.18%
Previous 0.26%
Shares
9 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio