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 25,976 shares of IBTH stock, worth $583,680. This represents 0.16% of its overall portfolio holdings.
Number of Shares
25,976
Previous 22,776
14.05%
Holding current value
$583,680
Previous $512,000
14.06%
% of portfolio
0.16%
Previous 0.2%
Shares
8 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio