Straight Path Wealth Management Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Straight Path Wealth Management holds 24,204 shares of IBTG stock, worth $555,965. This represents 0.25% of its overall portfolio holdings.

Number of Shares
24,204
Previous 22,599 7.1%
Holding current value
$555,965
Previous $515,000 7.77%
% of portfolio
0.25%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$22.77 - $22.94 $36,545 - $36,818
1,605 Added 7.1%
24,204 $555,000
Q4 2024

Feb 06, 2025
BUY
$22.72 - $23.0 $52,028 - $52,670
2,290 Added 11.28%
22,599 $515,000
Q3 2024

Nov 06, 2024
SELL
$22.55 - $23.1 $16,348 - $16,747
-725 Reduced 3.45%
20,309 $468,000
Q2 2024

Aug 15, 2024
BUY
$22.46 - $22.66 $30,994 - $31,270
1,380 Added 7.02%
21,034 $476,000
Q1 2024

Apr 30, 2024
BUY
$22.62 - $22.94 $36,689 - $37,208
1,622 Added 9.0%
19,654 $446,000
Q4 2023

Jan 23, 2024
BUY
$22.32 - $22.86 $402,474 - $412,211
18,032 New
18,032 $412,000

Others Institutions Holding IBTG

# of Institutions
267
Shares Held
58.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
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