Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 18,649 shares of IBDT stock, worth $475,922. This represents 0.18% of its overall portfolio holdings.
Number of Shares
18,649
Previous 18,634
0.08%
Holding current value
$475,922
Previous $470,000
0.85%
% of portfolio
0.18%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.8 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$82.1 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78.2 Million1.44% of portfolio