Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 18,764 shares of IBDS stock, worth $455,402. This represents 0.12% of its overall portfolio holdings.

Number of Shares

18,764

Previous 18,211 3.04%

Holding current value

$455,402

Previous $441,000 3.4%

% of portfolio

0.12%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$24.14 - $24.34 $13,349 - $13,460	553 Added 3.04%	18,764 $456,000
Q2 2025 Jul 29, 2025	BUY	$23.96 - $24.27 $407 - $412	17 Added 0.09%	18,211 $441,000
Q1 2025 Apr 28, 2025	SELL	$23.9 - $24.18 $64,673 - $65,431	-2,706 Reduced 12.95%	18,194 $439,000
Q4 2024 Feb 06, 2025	BUY	$23.88 - $24.32 $20,680 - $21,061	866 Added 4.32%	20,900 $500,000
Q3 2024 Nov 06, 2024	BUY	$23.63 - $24.42 $34,239 - $35,384	1,449 Added 7.8%	20,034 $488,000
Q2 2024 Aug 15, 2024	BUY	$23.48 - $23.77 $115,639 - $117,067	4,925 Added 36.05%	18,585 $441,000
Q1 2024 Apr 30, 2024	BUY	$23.67 - $24.03 $331 - $336	14 Added 0.1%	13,660 $325,000
Q4 2023 Jan 23, 2024	BUY	$22.84 - $23.94 $311,674 - $326,685	13,646 New	13,646 $326,000

Others Institutions Holding IBDS

# of Institutions

433

Shares Held

110M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Straight Path Wealth Management Ishares Tr Ibonds Dec 2027 Ter Transaction History