Straight Path Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History

Straight Path Wealth Management

  • $208 Million
  • Q3 2024

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 13,246 shares of IBDT stock, worth $331,547. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,246
Previous 11,363 16.57%
Holding current value
$331,547
Previous $281,000 20.28%
% of portfolio
0.16%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$24.62 - $25.59 $46,359 - $48,185
1,883 Added 16.57%
13,246 $338,000
Q2 2024

Aug 15, 2024
BUY
$24.4 - $24.86 $277,257 - $282,484
11,363 New
11,363 $281,000

Others Institutions Holding IBDT

# of Institutions
299
Shares Held
67M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email