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Ishares Tr ibnd dec25 etf shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 etf held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec25 etf by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $353k 14k 24.81
2023-12-31 $315k 13k 24.76

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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
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Dimensional Etf Trust Short Duration F (DFSD)
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Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core High Dv Etf (HDV)

View all positions for Straight Path Wealth Management

Top funds holding Ishares Tr ibnd dec25 etf

Bank of America Corporation
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Us Bancorp
Kathmere Capital Management
Stifel Financial
Sigma Investment Counselors
Royal Bank of Canada
Mariner Wealth Advisors
Sound View Wealth Advisors Group
Golub Group
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf