Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 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 28,348 shares of IBDR stock, worth $673,265. This represents 0.31% of its overall portfolio holdings.
Number of Shares
28,348
Previous 25,237
12.33%
Holding current value
$673,265
Previous $599,000
12.35%
% of portfolio
0.31%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding IBDR
# of Institutions
430Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.83MShares$115 Million1.06% of portfolio
-
Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.76MShares$65.4 Million0.27% of portfolio