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 21,502 shares of IBDR stock, worth $510,672. This represents 0.25% of its overall portfolio holdings.

Number of Shares
21,502
Previous 21,436 0.31%
Holding current value
$510,672
Previous $510,000 -0.0%
% of portfolio
0.25%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.