Straight Path Wealth Management Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 22,926 shares of IBTF stock, worth $535,551. This represents 0.25% of its overall portfolio holdings.
Number of Shares
22,926
Previous 21,706
5.62%
Holding current value
$535,551
Previous $506,000
5.73%
% of portfolio
0.25%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding IBTF
# of Institutions
313Shares Held
79.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$106 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.02MShares$94 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$90.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$70.3 Million0.03% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$64.1 Million1.3% of portfolio